Section 11
Report Names Table

The report names defines the report file names that will appear on your "Crystal Reports" menu. You can adjust the names the user will see, control the order in which they appear and set a security level required to view each report.

Each field in the table is listed, along with a short description, below:

1. REPORTUSERNAME
   
   This is the name of the report the user will see on the Reports/Crystal Reports sub menu. It should describe the report in sufficient detail to permit them to select the correct report.
   
   Normally the reports are listed in alphabetical order, but if you want them to appear in an alternate order, place a numeric value at the start of the reportusername field, for example, instead of JOURNAL REPORT, use 001-JOURNAL REPORT to cause this to be the first item listed.
2. REPORTFILENAME
   
   This is the file name for the Crystal Reports report file. It must be a file name that actually exists, and of course, the report created with Crystal must be tested to verify that it gives you the results you expect.
   
   You can create your own reports with Crystal if you know how to do this, and add them to the menu so they will be easy to run. The normal location for all report files is in the
   
   C:\program files (x86)\quadrant\raswin\REPORTS
   
   directory. This can be modified so that the file location is in another location, via a misc parameter, REPORT-FILE-LOCATION. If you move the reports to another location, the setting in the MISC PARMS table must be valid or the program will not be able to locate the reports.
3. SECURITY_LEVEL
   
   You can set the security level required to access a report using this field. If the currently logged in cashier does not have a security level equal to or greater than the level specified in this field, they won't be able to run the report.
   
   IMPORTANT:
   
   If you don't put a value here, it will default to 0. You can remove reports you don't want to see on the reports select menu either by deleting them from the table, or by setting the security level to a value of 999999
4. REPORTCLASS
   
   This field is required. You can enter a category ("class") for the report in this field. Examples are TABLES or TRANSACTIONS, or USER.. This permits you to group the reports by the class name you assign so that, for example, all table listings can be grouped in the selection list to differentiate them from transaction related reports. By default, when the reports list is displayed on the initial report selection screen, reports of type USER are the only ones that are displayed.
5. GROUPCODE
   
   This field is optional and serves a special purpose. RASWIN permits you to define a GROUPCODE in the trancodes table field called SHORT_DESCRIPTION . This code causes transactions of a specified groupcode to be selected on a special custom report. This report is set up in such a way that the specific date range can be selected by you each time the report runs. The format of the report is preset to contain a specific field arrangement that most users find satisfactory for most purposes.
   
   The relationship between the GROUPCODE in the REPORT NAMES TABLE and the SHORT_DESCRIPTION in the trancodes TABLE is as follows.
   
   The GROUPCODE can be any string of characters you want to use to identify transactions that should be displayed on the custom report. For example, suppose you want to create a report containing all transactions from the Water Department. You could use a code such as WATER for the Water Department groupcode. Likewise, you might use LIB for Library. In the REPORT NAMES TABLE you would set up the entry for the Water System Fees as shown below:
   
   
   
   In the TRANCODES TABLE, SHORT_DESCRIPTION field, you need to put the same group code, except that it must have a forward slash ( /) character BEFORE and AFTER the code. RASWIN will automatically add a leading and trailing /) if it finds entries in the trancodes table without them. In this example, the code would be entered in the SHORT_DESCRIPTION field as /WATER/. The reason you must use the slash character is that the short description field may have more than one group code. If you had another report, for example, for NSF checks, the GROUPCODE might be NSF.
   
   You might have several departments, (e.g., WATER, PD, REC, FIN, etc.) and you might have a separate NSF trancode for each one. By using the / delimiter character, you could could track NSF fees for each department putting /WATER/NSF/ in the short description field for the police department report, and /REC/NSF/ for the Recreation department. You could then get one report showing all WATER fees (including NSF's), and another showing all NSF fees, regardless of which department code was associated with it. Of course you would need to create an NSF report entry, which requires nothing more than setting up another entry in the REPORT NAMES TABLE that has an appropriate title (such as NSF FEES) and a group code of NSF.
   
   Note that the REPORTFILENAME is set to GENERIC_CUSTOM.RPT and the GROUPCODE is set to WATER. The GENERIC_CUSTOM.RPT file is a special report developed by Quadrant that accepts run time parameters when it is run. The parameters include the GROUPCODE you have assigned in the REPORT NAMES TABLE and additional parameters you select at run time when you actually request the report. These include the Starting Date and Ending Date. These will be collected via a special screen when you run the report. If a group code has been defined properly and the REPORTFILENAME is GENERIC_CUSTOM.RPT, the report selection screen will display as shown below
   
   
   
   When you click on one of the report names shown in the list the program 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.
   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.
   
   There are additional options on the report selection screen. See this link for further information.
6. BATCH_REPORT
   
   This field is applicable only for the reports that are generated by the GENERIC_CUSTOM.RPT report template (see above).
   
   You can define batch groups for each report. These might include D for daily, W for weekly, M for monthly, etc.
   
   These are the most obvious values, however, the batch code can be any letter , ( A-Z) or number ( 0-9),
   
   Note that as in the example above, a single report can be assigned to multiple batch codes, (such as D and W and M). See this link for further information.