Customize Workstation Settings - Reports Tab

Access this tab using Options>Customize Workstation Settings.

Use this tab to customize the system reports for the working environment.

Note: Preferences that you set here, will be retained by the system, even if you uninstall the current version and reinstall a newer one.


Note: All possible options are discussed below. The form will not include every option identified. It changes depending on which system you are logged into.

Generate Large Reports to Disk before Viewing or Printing: Select this option to create reports on disk instead of in memory. You can still view the report on screen using Print Preview or Print to Screen. The only difference is that it writes the report to the hard disk rather than using the computer memory’s limited resources. (The reports are placed in a temporary directory.) We recommend using this option if you are running very large reports, such as reports that are 1000 pages or more.

Display Report Names with this User ID Only: Select this check box so that when a report is opened, only reports secured by the current user can be viewed. However, note that all reports display in the Find form.

Default "Do Not Allow Changes to this Report" to Checked: Select this option to have the "Do Not Allow Changes to this Report" check box selected for every report that the current user creates. This automatically changes the check box on the Reports>All Reports>Security tab.

Hide Default Reports in Drop-Down List: Select this option to remove default reports from Report Name drop-down lists (Reports>{Any Report}>Setup tab).

Default Reporting Date: If you enter a date in this box, the system uses it as the current date. Therefore, this date automatically displays in the Opening Balances/From box when you select This Month or This Quarter as the Date Item on the Setup tab of the report. If you select Last Month as a Date Item, the system displays the month prior to the default reporting date. This selection does not affect the Custom Date Item. Please note that the default reporting date is workstation specific and does not affect the reporting dates on other networked workstations. If the default reporting date is blank, the system checks the workstation's internal clock and creates reports using the internal clock as the reference for the date range.