Modifying reports

[JAFO22000]

Hi, new user to Great Plains here and I have a question about a modified report:

So, I modified our Payables Transaction Edit List to encompass the information we need and I saved it as a modified report. I then went in and changed the security so that I have access to the original report as well as the modified report. The only problem is that when I print the report out, it still shows up in the original format, not the modified format that I would like.

Now, just to specify, this is a report that we print out during a process. It does not appear in the Reports section. After we enter our batch of vouchers, we click on the little printer button in the top right of the window to print this report.

I have looked at the screen where the POSTING reports that are automatically generated when POSTING can be changed, but I can't find out how to apply my modified report to print in the above mentioned instance.....I know I have to be doing something wrong...Please Help!!!1

Thanks in advance,

Jeff

 

[jazgeek]

grant security to the report to the user who is doing the function. And of course make sure that you've modified the correct report.



-----------
and they wonder why they call it Great Pains!

jaz

 

[JAFO22000]

Thank you for your reply, but I've given myself security AND checked the report already. In report writer, I can open up and view my edited format and after saving it, the new report did appear in the security window and I gave myself access to it.

My question is how do I get the new format to replace the old format for a report that is generated during a process....

 

[PTina]

What is the Report Name printed in the header.

From what you've said this report seems to be the Transaction Edit List which should match with the one that you modified.

Print the report to screen, then click on the Modify button at the top of the screen. This will load Report Modifier with the current report. You can then verify if it is the same report that you already modified.

If it is the same report that you already modified then the problem is with granting access. Did you grant access from Classes or for a specific user from Security Setup. If it was granted on a specific user and you have multiple companies, make sure that the company selected is the same company that you're trying to print the modified report from. It shouldn't matter if access to the report was granted at the class level as this is global for all companies.

If access granted seems ok, then you could try removing access, save then reset access to the report. Also you can reconcile the Security and Class restrictions.

Tools --> Utilities --> System --> Reconcile

That's all I could think of right now.

 

[JAFO22000]

THANKS PTina!!!

You addressed my problem. I was granting access for a different company...didn't notice that. It's working fine now. Thanks for your help!!

I have to post a NEW question now...