QAD 2016 Enterprise Edition Training Guides > Financials-Advanced > Report Customization > Hands-On Exercises > Exercise 1: QRF Customization
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Exercise 1: QRF Customization
Note: Before beginning this exercise, ensure that the GL Transaction report is set to use QRF in Financial Reports Menu Switch (36.24.3.8).
1 Open the GL Transaction report (25.15.1.1).
2 Remove the Layer selection criterion.
3 Open the Report Settings window.
4 In the General tab, set the value in the Search Criteria Display field to None.
5 In the Date tab, set the value in the Show Date Format field to yyyy/M/d.
6 In the Decimal tab, set the value in the Decimal Digits field to 3.
7 Click OK.
8 Select Save As to store your changes.
9 Close the report window and reopen it.
10 Open your report variant.
Exercise 2: SAF Code Report Variant
In this exercise, you will create two report variants for the SAF Code Transaction Detail report (25.15.3.6). The first report should show four grouping levels by GL account, sub-account, SAF 1, and SAF 2. The second report should show three grouping levels by SAF 1, SAF 2, and GL account.
1 Log in to 10USACO or 22UKCO.
2 Open SAF Code Trans Details report (25.15.3.6), and go to Tools | Manage Filter Fields.
3 Enter the following initial values:
 
Field
Data
Grouping Level 1
GL
Grouping Level 2
Sub-Account
Grouping Level 3
SAF 1
Grouping Level 4
SAF 2
Note: Ensure that you also select the Grouping Level 4 field in the Manage Filter Fields window.
4 Click Save.
5 Save as report variant SAFdetV1.
6 Enter the following initial values:
 
Field
Data
Grouping Level 1
SAF 1
Grouping Level 2
SAF 2
Grouping Level 3
GL
7 Click Save.
8 Save as report variant SAFdetV2.
Exercise 3: Customer Account Summary Report Variant
Create a report variant for the Customer Account Summary (27.17.4) report for the period 1/2013 until 12/2013, with summary by daybook.
1 Log in to 10USACO or 22UKCO.
2 Open the Customer Account Summary (27.17.4) report.
3 Click Tools | Manage Filter Fields.
4 Enter initial values as follows:
 
Field
Data
GL Cal Year
2013/ Second Initial Value 2013
Summary by
Daybook
5 Click Save.
6 Save as report variant CustsumV1.
7 Run the report.