Modifying Standard Reports

The Order Manager contains many system parameters that can be used to alter the contents and appearance of the standard reports that are supplied with the program. Refer to the Reporting chapter of the version 5.9 User Guide for a list of those parameters. However, if more extensive changes are desired, the standard Order Manager reports can be modified using the built-in capabilities of Microsoft Access. For more details, refer to Changing Fonts, Sizes and Adding a Logo to an Access Report. The directions below provide an overview of the process of creating and implementing the use of a modified standard report in the Order Manager.

Disclaimer: Troubleshooting problems with 3rd party or user-modified custom reports is not covered under the Stone Edge Technical Support maintenance contract.

To modify a standard report:

Open the database window (F11 at Main Menu). This feature may be restricted by the Order Manager' s security system, if it is being used.
Copy the report and save it under a different name.
Modify the copy of the report as needed using Access’s built in report editor. Refer to Microsoft Access' s help for instructions.
Once the new report is complete, use Custom Report Maintenance feature to copy the report to the Custom Reports.mdb file. Refer to Knowledge Base article, Custom Report Maintenance, for more details.
Go to the Set System Parameters screen in the Order Manager (accessed via the Maintenance Menu) and enter the name of the modified report.

For Example:

If you want to add a field to the standard invoice report:

Make a copy of the report called "Invoice" and name it "MyCompanyInitials_Invoice" or "Invoice_MyCompanyInitials". Depending on which naming convention you use, either all custom reports will be listed near each other or they will remain by the other standard reports of the same type.
Open the new invoice report in design view and add the desired field. Refer to Microsoft Access's help for instructions.
Use Custom Report Maintenance (accessed via the Maintenance Menu) to save a copy of the report to the Custom Reports.mdb file.
Find the system parameter called InvoiceTemplate (in the Reports parameter group) and type in the name of your modified report.
Click Save. Close out of the Set System Parameter screen.