Maintaining Company Reports

This topic explains how to use the company reports area of the Master Data Admin module to select which reports you want available in the following modules:

  • AcuityLogic BackOffice
  • AcuityLogic DC
  • AcuityLogic POS
  • AcuityLogic Billing

The company reports area does not control the items in specific drop-down lists. Instead, it controls which reports are available throughout AcuityLogic.

You cannot create or delete a company report.

To maintain company reports

  1. In AcuityLogic Admin, click Master Data Admin and select Company Reports.

    The Company Reports window opens.

  2. To search for a specific report, type search criteria in the Report ID and Report Description fields and use each field's filter options:
    • No Filter: Clear a previous filter and display all results.
    • Contains: The results contain the text you typed in the field.
    • Starts With: The results start with the text you typed in the field.

    The search results that meet you criteria are displayed.

  3. Click Edit in the row of the report that you want to enable in AcuityLogic.
  4. To enable the report in one or more applications, select the corresponding check boxes:
    • Include at BackOffice
    • Include at DC
    • Include at POS
    • Include at Billing

    If a module does not support the report, you cannot select the check box for that module.

    For example, you cannot enable the Reconciliation by Collection (INV101) report for AcuityLogic BackOffice because the report supports only AcuityLogic POS.

  5. Click Update.

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