ACH Universal > Reports > Standard Reporting > Toolbar Buttons
At the top of the Report Creator is the toolbar (Figure 1 below). Each button in the icon offers quick access to features common for working with reports.
 Figure 1 - Report Creator Toolbar |
Running a report
In the upper left, change to a different report by using the dropdown box (currently reads "<Record Listings...>").
Changing date range
There are two choices for using date ranges: All Periods (currently selected); and For Period Ending (input date using dropdown box).
Saving a report layout
If you will repeatedly use the same report on similarly-formatted data, you can save the exact field groupings using the "Save record changes and report layout" button. This will save you from having to regroup your report each time if you always want the same view.
Loading a saved layout
Check the "Apply Saved Layout" checkbox to load a saved layout
Buttons
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Fast Load Records |
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Columns: Hide/Display, Group, Sort, Filter, Order |
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Save record changes and report layout |
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Select all rows |
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Clear selected rows |
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Expand groups |
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Add a record |
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Delete selected records |
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Export |
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Excel Report Style (for backward compatibility only) |
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Export to HTML |
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Export to XML |
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Open application when exporting |
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Help on button choices |
Page url: http://www.treasurysoftware.com/Help_ACH_Universal/index.html?reports_toolbar_buttons.htm