- Starting on the main screen of your NPAWorks, click on the Flexible Reporting button located on the tool bar.
- The Flexible Reporting screen will be displayed.
- The Action Bar – This section provides most of the functionality associated with Flex Reports.
- Save – The Save button is used to save changes made to the currently selected report.
- Save As – The Save As button is used to save a report with the ability of customizing the report name.
- When the Save As button is clicked, the following window will be displayed.
- Report Name – Here you can customize the report name.
- Report Description – A customized report description can be entered here.
- Click Save to save the new report name and description.
- Refresh – The Refresh button will refresh the selected report and discard any unsaved changes.
- Run – Click on the Run button to generate the results of the selected report.
- Run and Export – The Run and Export button is used to run a selected report and with the ability to export the results to either Excel or QuickBooks.
- Copy – The copy button is used to copy a specified section. Use the dropdown option to view and select other copy options.
- Print – This button is used to print the results of the selected report.
- Column Options – The Column Options button allows the user to select or deselect columns from being displayed on the report.
- Show – This button is used to show or hide the parameters and results sections of the flex report.
- Parameter Section – Parameters of the report will be displayed under the action bar.
- Use the report parameters to view and/or edit the settings associated with the selected report.
- Results Section – This section is used to display the results of the report that is run.
- Search Bar – Users can search for a specific report name by typing part or all of the report name in the search bar.
- Report Name Categories – Reports have now been entered into categories. These categories are for organizational purposes.
- The seven new categories are listed under Report Name.
- Favorites
- Admin
- Staff
- Client
- Payroll
- Billing
- Other
- Use the expand and collapse buttons to open and close each category.
- Note, reports are available to the user per their user roles and permissions.
- Favorite – The Favorite button can be used to indicate frequently used reports.
- To Favorite a report, select the desired report and click on the heart icon.
- Once a report is favorited, it will appear in the Favorites category for easy access.
- Please note, the user can un-favorite a report at any time by simply selecting the favorited report and clicking on the heart icon once more.
- Edit – The Edit button is enabled when a Save As report has been selected. It allows the user to edit the customized report name and description.
- Delete – The Delete button is enabled when a Save As report is selected. It allows the user to delete the customized report. This will remove the custom naming but the original flex report will not be deleted.
- Report Details Section – This section can be found below the Report Selection area. Here the user can find details about a selected report.
- Report Name – Either the original report name or the customized report name will be listed here.
- Description/ Info – The original description of the report will be listed here. Otherwise, it will display the customized description.