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Creating and Editing Custom Reports

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The Order Manager provides many standard reports that cover the majority of printed output that is required by a business, such as invoices, packing slips, as well as some business analysis reports. In the event that the user wants to extract different information from the program, or the same information but in a different format, the program provides the Custom Report Maintenance feature to manage reports that are created by the user or a third party for use with the Order Manager.

Many of the standard reports also come with different templates from which the user can choose. It is recommended that the user research the existing templates for selected reports before creating a custom report, which might not be necessary.

The template that a report uses is controlled by a series of system parameters, such as InvoiceTemplate, PackingSlipTemplate, etc., which are found in the Report parameter group. If a custom report is created, the user will have to type in the name of the desired custom report, as it will not be populated in the drop-down list for the parameter.  

Reports are housed in the Order Manager program file that is installed on each workstation in the complex. When a custom report is created, it only exists in the program file of the workstation where it was developed. In order to share that new report with the other workstations, the user must export it from the local workstation to the Custom Reports database, which is located in the shared folder when the Order Manager is installed on a LAN. Once the report has been saved in the Custom Reports database, it can be exported to the other workstation's program files, so that all users have the same version of the report.    

Even a simple change, like altering the report to print on a specific printer, constitutes the creation of a custom report. Include your company name in the titles of any custom reports, e.g. Ajax Sales by Product. This helps distinguish them from the Order Manager’s standard reports, and it will also group them together in the list of reports which makes them easier to locate.  

It is imperative that any changes made to a custom report must result in that report being exported to the Custom Reports database, or the changes may be lost during the program upgrade process. Saving the report in the Custom Reports database ensures that the reports will be available to the user in future releases of the program. Depending on properties of the custom reports and the nature of any changes made to the Order Manager, the possibility exists that the report may need to be modified to match the changes in the program.      

This article outlines the basic steps to follow to customize reports. For detailed information, refer to MS Access Help or other resources on the topic.

Monsoon Commerce can create custom reports for a fee. Contact the sales department at 484-927-4804 to get a quote.

Creating or Editing a Custom Report

  1. Go to the Main Menu.

  2.  Press [F11]. The database objects window opens, if the user has access to that screen, which can be controlled by the security system.

  3. Click on the [Reports] button in the Objects column on the left-hand side of the screen to see the list of reports that are provided with the program.

Figure 1: MS Access database window - Reports object list

Creating a Custom Report from one of the Order Manager's Standard Reports

  1.  Click on the report to be customized.

  2.  Press [Ctrl+C] or right-click and choose [Copy].

  3.  Press [Ctrl+V] or right-click and choose [Paste]. Enter a file name for the new report.

  4.  Edit the report in design view, as needed.

  5.  Save the report.

  6.  Go to the Custom Report Maintenance screen and export the new report to the Custom Reports.mdb.

  7.  Click the [Add to Custom Reports Menu] button.

  8.  The new report will be listed in the Report Menu, which is accessible at the Main Menu.


Building a Custom Report from Scratch
  1. Click the [New] button and enter a name for the new report.

  2.  Use the report wizard to select the data and layout for the report.

  3. Save the report.

  4. Go to Custom Report Maintenance screen and export the new report to the Custom Reports.mdb.

  5. Click the [Add to Custom Reports Menu] button.

  6. The new report will be listed in the Report Menu, which is accessible at the Main Menu.


Created: 1/28/11

Modified: 3/5/13

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