Report Queue Setup

Report Queues are used to establish a 'set' of reports that can be printed quickly at once.  Financial reports are required to be printed from the queue, but queues are convenient for other reporting as well.

Example: If a certain set of reports are generated on a regular basis, such as month-end, then a queue could be created containing those reports and those month end reports could all be printed by printing that queue.

 

To setup a Report Queue:

1. Select Inquiry-Reports > Report Queues.

   

2. Click the New icon on the toolbar to open a new Report Queue.

   

3. In the Report Queue ID text box, type an ID for the report queue.
4. In the Report Queue Name text box, type a name for the report queue.
5. Click the Save icon on the toolbar to save the queue.
6. Click the plus button below the Report Queue Name pane to add reports to the queue.
7. Place a checkmark beside an item to view the reports available for that category. The report names will appear on the right side of the screen. Double click on a report in the list to add that report to the queue.
8. Choose the Destination; Range; Sorts and Options from the right side of the screen.  See Reports for details.
9. Repeat Step 5 and Step 6 for each report added to the queue.  Proceed to Step 8 when finished adding reports to the queue.
10. Save the queue.
11. Print the queue at any time by opening the queue and selecting Form > Print or by clicking the Print icon on the toolbar.