Memorised Report List Idea

Lucy D'Amico_7077831
Lucy D'Amico_7077831 Member Posts: 9
edited January 2020 in Accounts Hosted
In Memorised Report List

Can we add a column/s to allow for an explanation as to why the report was set up.  The Name box has limited allowable space.  The Memorised Report List has all the names down the left hand side  under their various groups and loads of white space on the right side which is not usable.

I have many reports memorised and it would make life a little easier if I was able to put a small notation next to the name.  

cheers Lucy

Comments

  • RelseyK
    RelseyK Member Posts: 6
    edited September 2015
    Great idea Lucy! That would certainly help me out too!
  • Charley
    Charley Member Posts: 541 ✭✭✭
    edited January 2020

    Don't understand your problem too much, when I set up a memorised report I use the modify report and then change the name of the report title from say "Payroll Summary"  to 'Workers Compensation payroll Summary' and then change the dates to your W/Comp year take out what you don't need and them Memorise in a new Group. You only need to do one of these and then change the dates each year.  


  • gazza73
    gazza73 Accredited Partner Posts: 802 Accredited Partner Accredited Partner
    edited December 2016
    I agree, Charles.   

    Changing the heading is 75% of the info needed to know what the report is..  In fact,  when the report hits the desk, the heading should ideally demonstrate what the information is all about.  The dates help that automatically, and the columns are the detail.   You can put some pretty long names on those reports! (Bit like my long Community replies - sorry!)

    And I further agree, the terrific GROUPING method,  helps the process of running reports that are relevant to a BAS period, TAX year, Monthly MGT report,  or perhaps by special groups, like major projects for special clients and so forth.    Putting common items into groups lets you select the group HEADING to prepare/print all the incumbent reports all in one go, which is quite powerful.

    My point:  If the generation of the 'right' report is seen as an issue (to recall), then I'd suggest the audience reading the resulting report may have the same confusion - all the more reason to give each report a really nice personalised heading name,.


    Gary Pope
    An Accredited Partner- Consultant  (VIC. Aust)

    "Working with Accountants/Bookkeepers PPs/APs, as an
          independent IT Professional
    and retired FCPA Accountant"



  • Lucy D'Amico_7077831
    Lucy D'Amico_7077831 Member Posts: 9
    edited June 2015

    Hi Gary

    I didn't mean the Report heading as you can tailor the heading already.  I am referring to the 'Report List'.

    cheers Lucy



  • gazza73
    gazza73 Accredited Partner Posts: 802 Accredited Partner Accredited Partner
    edited December 2016
    Sorry Lucy,  I feel I am missing the point here.  The 'Memorized Report List" only has all the memorized reports, (split into GROUPS).  I agree.  And I believe you would like a 2nd column on that Report List to have a nice explanation of the purpose of the report.

    But when you change the HEADING of a particular report (which you are about to memorize),  you can:
    a)  Save that newly named (ie: the heading name) as a memorized report OF THAT 'heading' NAME


    b)  If you've saved the report previously with a default old name that is inappropriate,  you can still go to the Memorized Report List and CHANGE THE NAME (in the Report List) of that previously memorized report,  to make it appear in the List,  as having the one and same preferred 'Heading Name" per the report.

    My point is,  that the end result when you uses these reports with customers or fellow staff members of mgt,  and it is lying about as a piece of paper,  it is really handy to see that same HEADING NAME,  as the name of the Memorized Report, for those occasions that you want to remember to run it as a new report again.

    And,  the report needs to have a really handy m,emoprable name that reflects what the report is all about,  for when it is on paper of a PDF later.  So my argument is, to try and make the heading be the actual 'explanation' of the purpose of the report.  IE:  one and the same thing.

    The report has a purpose,  the heading reflects that purpose, and the Report List shows the report by that same name for running in the future.

    Unlike this poor, long answer,  try and make the heading name short and meaningful, to satisfy all three uses of the 'name'.

    Anyway, that's just my way of thinking I suppose,  and given that there is no other 'column' to do this,  I feel it's not a bad way to move forward anyway.  Here's an example of one of my clients where they have to do a lot of workcare analysis for instance, and there are various "Payroll" related reports used regularly.  These report 'names'  are in fact the 'heading' names on the reports we've modified to suit.

    Cheers!

    Gary Pope
    An Accredited Partner- Consultant  (VIC. Aust)

    "Working with Accountants/Bookkeepers PPs/APs, as an
          independent IT Professional
    and retired FCPA Accountant"

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