Section 11
Generic Custom Report

This report allows you to list transactions for a group of transaction codes for any user entered date range desired, and for any single register, or for all registers, or for all registers in a single department. By default, the selected group of registers is ALL REGISTERS.

The report names table defines which reports are available to you, but you can also generate a report for a single GROUP CODE or TRAN CODE 'on the fly' if you don't have a pre-defined report created already.

This section of the manual describes how to run these reports once you have created them once you have set them up as description in Table maintenance section .

Basic Report

The following screen will be displayed: Click on one of the report names shown in the list RASWIN will fill in the selected group code and report name in the boxes just above the selection grid. Note that the 'group code' option will automatically be checked. In this example, the CONVFEE report was selected, so that is the name of the GROUP CODE and TITLE that has been filled in.

By default, the date displayed in the Start and End date selection areas will be the current ACCOUNTING DATE. You can adjust these as needed for your report.

When you are done, click the VIEW/PRINT and the report will be created and displayed. From there you can print it by clicking on the Print button on the screen.

GroupCode or TranCode Mode

When the selection screen is loaded, RASWIN will load the valid GROUP CODES from the TRANCODES TABLE and put them into a drop down list, as shown below. If you click on the TRANCODE option When the cursor enters the GROUP CODE/TRAN CODE selector box, the list will drop down and you can scroll to one of the valid codes, or you can type in the first few characters and it will scroll to that area of the list. (They are arranged in alphabetical/numeric order for ease of locating them.)

When the cursor exits the field (either by tabbing over to the report TITLE field or by clicking on it) the currently selected value (GROUP CODE or TRAN CODE) will be the one selected and the drop down list will roll-up and out of view. RASWIN will automatically enter a report name based on the group code or tran code you select. It will include the date or range of dates selected, and will be printed at the top of the report when it is displayed in your default browser (e.g, IE, Chrome, Edge, FireFox, etc.)

At that point, you will click on the View/Print button and the system will search the database for items that match your selection criteria (date range, and either the group code or tran code that you selected). If nothing is found a message box will inform you of this situation and you can adjust your criteria.

Batch Mode

If you want to run a group of several reports with a single request, you can do this easily by simply placing the predefined reports in 'batch group[s]'. Note that the selection screen has a BATCH REPORT column. If you have included BATCH CODES predefined report names these will be shown in this column. Note that the batch code column can contain multiple defined as 'M' (Monthly), some are 'Y' (yearly) and others are in several categories (e.g., 'DWM'...Daily, Weekly, Monthly). To run the batch reports for a given group, check the 'BATCH REPORT MODE' option. Then select the desired batch group code from the drop down list. Only valid batch codes will be listed in this list. In the example shown below the D group (Daily) is selected so only reports that are in the D group are highlighted in green ... these will be the reports that run. The red items will not be run, since they are not part of the D group reports. To start the batch process just click on any one of the green items and then on VIEW/PRINT. The program will use your selected date range and register #['s] and generate preview pages for each report and display them in your default web browser from which they can be printed if desired.

Keep in mind that if you have a large number of reports defined for a single batch group, (e.g., M for monthly) they may not all appear on the single display page, but they will be included in the list of reports to be generated.

Also, just because the group code is defined as M does not mean that you must use a specific monthly period (for example, Jan 1 to Jan 31). The data range you enter is not connected in any way to the name of the batch group; so you could run the daily reports for a single day or for 2 days or 100 days or an entire yearly period if you need to.