AccuTrack/AccuSQL: How to Use the Reports Center

Step 1:      

Click on the Reports Center console

Step 2:      

Select the Period in the lower left-hand corner. Click the thumbtack to lock down the selected Period

Select a Report category from the Standard tab in the upper left-hand corner

            

Step 3:

Hover over a report for a short description of the report Purpose

Step 4:

Change the view from Column Mode to List Mode using the radio button in the upper right-hand corner

Hover over a report in List Mode for details such as Purpose, Available Filters, Display Options, Grouped By, Order, and full Description

Step 5:       

Choose a Report and Click on the Zoom button

The Zoom button is available in Column Mode view and List Mode view

      

Step 6:     

To the right-hand of this screen, you will see Filters, Time Format, and Report Options 

Any Filters that cannot be applied will be grayed out 

Step 7:      

To the left-hand of the screen you will see an image of the report you Zoomed in on

Click on the image of the report to see the Purpose, Available Filters, Display Options, Grouped By, Order, and Description

Click X to exit this view                                               

Step 8:      

 

                                                                                Click on the descriptions below to see how each button works               

  Run Report: This will run the report and display it as a PDF

  Export: This will export the report to Excel

  Create Group: This will allow you to create a group

  Create Schedule: This will allow you to automate a report and have it emailed/and or saved

  Memorize: This will allow you to memorize the report, including any applied filters 

  Customize: This will open the report customization tool which allows you to finely tune your report

  Add to Favorites: This will add the report to your list of favorites

• Related Articles

• AccuTrack/AccuSQL: How to Change the Database Location

  Method 1: Sign-in to the AccuSQL client as a system administrator and change the database location Step 1:      Open AccuTrack/AccuSQL and log in with Admin credentials. Now, from the right-side menu of the System Administration screen, ...

• AccuSql/AccuTrack - Reports not printing or running/Enabling Minds Eye Report Engine

  AccuSql/AccuTrack - Reports not printing or running/Enabling Minds Eye Report Engine We use an Activex control called "MindsEyeReportEnginePro1.ocx" to enable the interactions in the AccuSQL reports viewer.  If for some reason it seems like that ...

• AccuTrack/AccuSQL: Why are my appointment confirmations not sending when I schedule an appointment in the software?

  There can be several reasons that you may need to check with your IT/Network Support Team onsite as to why the mail server is not sending the emails out from AccuTrack/AccuSQL so this guide is for those that have exhausted those possibilities.  Of ...

• Problem: Cannot print or email reports from the PDF preview in AccuTrack or AccuSQL? Solution: Installing "Mind's Eye Report Engine" from command prompt

  If you ever come across someone who can get the report preview, but then cannot click on any of the options to Print, Email, Fax, etc the report on a screen that looks like this: This typically means that somehow the "Mind's Eye Report Engine" did ...

• AccuSQL 2019 Subscription Installation Instructions

  1. Click on the HighTail link that was sent to you. Click on the Download All button. 2. Click Save 3. Click on the downloaded files  4. Extract all the files 5. Once extracted, double click on the Folder AccuSQL 6.  Double click on the application ...