System Reports

All standard form types and R.O. Writer reports are marked as system reports when first imported and cannot be, renamed, deleted, or overwritten. (These include the standard ePay forms that were previously considered custom.)

Reports Files That Are System Reports

System reports are the standard reports R.O. Writer requires to function correctly. As a result, system reports cannot be modified or deleted.

R.O. Writer defines the following report files as system reports during import:

• All standard forms, including:
  • The form types for tickets and work orders
  • Receipts, purchase orders, and invoices
• All standard reports, including:
  • Reporting:
    • Sales Reports
    • Other Reports
    • Lists
    • Management Analyzer
  • Inventory Reports
  • Marketing Reports
  • Accounts Receivable Reports
  • Accounts Payable Reports

To Download System Reports

You can download system reports from the database to any location on your hard drive. When you select a system report, the Download and Upload button activate.

Complete these steps:

1. On the Custom Reports window, select a report with "System Report" in the Origin column.
2. Click the Download button.
3. Navigate to a location on the machine.
4. Click Save. The report file is saved.

To Upload New System Reports

You can upload any report file with an *.rpt extension; however you cannot upload new system reports. All report files are you upload via the Upload button are saved in the database as a custom report.

If you upload a system report that has the same name as a report in the database, you are prompted to rename the report and try again.

Complete these steps:

1. On the Custom Reports window, select any report row.
2. Click the Upload button.
3. Navigate to a location of the new report file on the machine.
4. Select the report file.
5. Click Save. The report file is saved and appears in the list.