Custom Report Setup
Concept
The system will automatically use the appropriate default template, unless a customised report is specified for the module or the account type.
Process
Save the custom report fields to your network.
These should then be linked in either:
- [Module] | Edit/View Control Details – if the custom report format will be used for all accounts in that module.
or
- Accounts | Edit/View Account Types |
Saving Custom Report Files to your Network
Custom report files will be emailed directly to you when first released, and then with any subsequent release where a change has been made to the file(s).
We recommend that the files are saved to the ArgosData folder on your network (the same file location that holds CMM files and the backups. The file path is usually as below:
\\{Your Server Name} \ ArgosData \ {Your Ledger Name} \ Reports.
The server name and ledger name will be unique to your organisation.
E.g.
Note: some custom reports have ‘sub-reports’ that are necessary to display a particular format or set of data. ALL the files received in the email should be saved to the same network location
Application Custom Report File Paths
Custom reports may be used on a system module basis or for a specific account type.
When account statements or summaries are created, the process will use the below sequence order to determine which report template to use:
1. Customised Account Type
2. Customised Module Type
3. Default
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