Adding New Reports

The suggestions below may assist you in adding new reports to a set of books.

• You do not have to anticipate all possible future requirements before adding new reports. Additional reports can be created as the need arises and reports can be modified at any time.
• Reports can easily be rearranged, accounts can be moved from one report to another, and the total to structure can be changed without compromising data integrity.
• When adding new reports that are to be connected in some way, add the report(s) that contain posting accounts first, then add the consolidated report(s) that contain total accounts.

To add a new report to a set of books:

1. In the Database Explorer, click the Reports folder. (If necessary, click the NewViews folder to display the Reports folder.)
2. If the new report is to be added directly below the Reports folder, proceed to step 3. If the new report is to be added to one of the Report sub-folders (e.g. Financial), click the folder to which the report is to be added.
3. Make sure a report table is displayed in the top window on the right (the title bar will read REPORT - Reports, Folder Management). If not, click the Reports tab at the top of the window.
4. In the report table, position on the line where the new report is to be added. (Note: This step is not crucial as the report can always be moved later. See Moving Accounts for more information.)
5. Issue the command Edit>Insert to add the new report above the active line or Edit>Append to add the new report below the active line. NOTE: The positioning of the new report is only an issue if the report table is in line (interactive) order. If the report table is in name or description order, the Edit>Insert and Edit>Append commands can be used interchangeably since the report will automatically be placed in the appropriate position.
6. Fill in the name and description fields for the new report (all other fields are filled in automatically). Reports names can be as long as required, and contain any combination of letters, numbers, hyphens ( - ) and underscores ( _ ). Report names are not case-sensitive and are automatically converted to upper case characters.
7. Moving off the line will automatically save the new report.

Removing Reports

Reports that are not needed can be removed, with the following restrictions:

• A report that contains accounts cannot be deleted until all accounts and text lines on that report have been deleted.

• Total accounts (e.g. accounts that have other accounts totaling to them) cannot be deleted. In order to delete a total account, you must first delete the total account name from the Total to fields of the accounts that total to it. A good way to identify the accounts that total to a specific account is to look at the totalto_kids explorer window for that account. If necessary, account names can be changed (security permitting).