Reports - CSS Checking

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A simple and easy to use desktop application.
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Report Manager

This feature is one of the most valuable features you will find in all of our applications and usually missing other developers applications.

A true Ad Hoc Report Writer is included which allows you create your own reports. You can also edit or change any of the included reports to fit your specific needs.

We have included a few Reports which should meet your requirements, including a Schedule C and Check Printing.
When you Highlight a Report from the Menu and select Print you will get this Window...
I suggest you always select Yes here so you the report will be Previewed to your screen allowing you to check for any errors, etc.
Next you will pick the Beginning and Ending Dates of the report.
Depending on which report you choose you may then have to choose which Account the report is for.
Once you have 'printed' the report to the screen you will have the options to Print to your printer, Save to a PDF, or Close the Report.

You can email me if you have questions or would like us to make specialized reports for you.

To add a new report select Reports/Report Manager from the Main Menu

If you select the system with Integrated Security the system administrator has the ability to create specific reports for any of the fields being tracked in the software. (Without the Integrated Security anyone can Create, Edit, and Delete reports).

The 'Send To' window provides many options from which to choose. Once you have filtered the Browse the way you want you can use the Send To function to send the information in the Browse to a Printer or a File. The format of the information can be in PDF, Excel, or other formats, and the Method of delivery is also up to you.

Here is where you can select several options for sending the Filtered List To a Printer, File, Email (with some restrictions), FTP, or the Clipboard. The Document Format can be HTML, Excel (xps), Word (doc), and CSV (Comma Separated Value)
Mass Update
To perform a mass update...
Note: These screens are from the PCMail application...
click the Update Button and you will see

Click on the Field you want to change...

In this example we are going to change the Campaign to PC Repair for ALL of the records...In the Expression column type 'PC Repair' be sure to include the single quotes...and click Apply and on the next window confirm you want to make this change. ALL records will now have the Campaign changed to PC Repair
Note: Make sure you have entered a campaign which exactly matches one of the campaigns you have in the Edit Campaign choices from the Main Menu.
In this next example we are changing ALL of the Item Types to Postcard, indicating we are sending a Postcard in the next mailing.
Note: The Before column shows the field value BEFORE the change and the After column shows what the change will be. There is also a Green check mark in the column between the Expression column and the Before column if your Expression is correct.

Now let's suppose you want to send a postcard to certain number of people. For example, you purchased 100 stamps and you have a total of 300 records in your database. Remember the TBM (To Be Mailed) field has to be checked in order for the labels to be printed. How do we do this?
Select Browse Residential Addresses from the Main Menu and you will get a list of all of your records, in this case a total of 300.
Click the Update button,
click the TBM field
now click the '...' ellipsis button

the next window will be the Expression Editor...

enter 'Yes' in the Assign expression box, don't forget the single quotes
Enter Add: <= 100 in the Condition box and click Ok, then confirm your choice on the next window

Remember we selected the TBM (To Be Mailed) field, so this expression says:
place Yes in the TBM field where the Address ID number is less than or equal to 100
Note: the Add: tells the program to use the Residential Address table
when using the Business addresses use the Bus: prefix

Report Writer Help File

This Filter is pretty unique in that it lets you invoke one or many filters to your bank records.

To start the Filter, press the Ctrl key on your keyboard and then the Q key on your keyboard (Ctrl+Q)

This will bring up
the xQFilter Main Window listing the choices you have.
These choices will use the field in the highlighted record on the Browse List. If for example you only wanted to see Tax Related items, highlight a record where Tax Related is equal to Yes
Press Ctrl+Q navigate to Tax Related and click on Equate You'll notice that the only records in the List are now are all Tax Related.
To filter them even further, Tax Related AND Reconciled for example, then you will locate a record where Reconciled is equal to the status of Reconciled you want, press Ctrl+Q again and select Equate.
The xQFilter in the lower left corner of the Window will show how many 'filters' have been cancel a filter simply press the Esc (Escape) key on the keyboard.

Let's Date as an example

Go through the same process, but this time it doesn't matter which record you are on.
but this time select 'WildCard'
If you will notice the date format in the list is mm/dd/yyyy The WildCard symbol is question mark (?) so...
typing in ??/??/2019 will give you all of the records for year 2019.

To Print a Check You will need a MICR Font intstalled on your system
Depending on your bank you may need to have MICR Ink

To Install the MICR font copy the micrenc.ttf to the Directory on Windows where Fonts are stored.
*Check your Windows help file for installing fonts on the version of Windows you have.

Business and Personal checks have a different order for Routing Account and Amount
*Use one of your business or personal checks for the correct layout and Special Codes

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Roswell, NM
email address
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