Print a List of All Reports in your System
Print a listing of all reports in your system with report notes. Also print a listing of reports sorted by run count (number of times the report has been printed) which will help determine which reports can be deleted during the yearly report cleanup.
Enter Report Notes
Be certain to enter report notes on any reports you modify. Note the purpose of the report, the sort order (if you have changed it) and list any justdoits in the report. This allows other users to know what the report does, and will also be helpful when doing the yearly report cleanup.
Include Modification Notes
You can include non-printing modification notes on a report template. For instance, notes that explain report variables, what criteria is used to report income, etc.
Create a Backup Before Deleting Unused Reports
Before deleting reports, you should make a backup of your system and put it aside (so it's not overwritten with a newer backup). That way if you accidentally delete a report you need, you can enlist the help of your ACEware technician to restore the report.
Searching for Reports
You can search for a report that has a specific element or that will meet a specific need. For instance, search for any reports that have the word Web on them (i.e. Web Registration reports).
Searching for Queries
You can also search for areas which allow you to query on a specific field. For instance, you want to know what report areas allow you to query on payment type.
Add Initials to Queries
Add your initials to the end of any queries you create. That way the administrator knows who uses the query and can ask you if it's still a necessary query before deleting it in the yearly query cleanup.
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