Report Options

Collect! Credit and Collection Software™

Detailed Field Information Page Table of Contents

* File Name With Date/Time Stamp * File Name With Use SMS * Browse * Redirect To * Help * Cancel * OK

Related 'How To' Tutorials

* Use The Report Writer Commands * Import Reports * Export Reports * Use Quick Print * Build Reports Or Letters * Add A Font To The Report Writer * Restore Printer Control Codes To Stock Settings * Use Headers And Footers * Create An Export Report * Use Prompts In A Report * Use Arrays In Reports * Use Flags To Control Printing * Create A New Report Library * Delete A Report Library * Print Letters To A Single Account * Print Letters To A Tagged List * Print To Debtors With Multiple Accounts * Batch Process Letters And Emails * Retrieve A Copy Of A Printed Letter * Mail Merge From Collect! To Word * Create An RTF Report * Create An Envelope Report * Send The Validation Notice * Take Checks Over The Phone * Print Client Checks * Update Commission And Rates In Mass * Edit Note Blobs Using @EDIT * Print Notes * Fax * Design HTML Browser Reports * Edit The Style Sheets For Browser Reports * Setup Sending Email In Collect! * Setup Email Using Microsoft SQL Server * Setup A Local Email Server Using Hmailserver * Send Email * Scan Reports And Letters For Missing Text * Use The Heatmap * Use Account Toss With Custom Distribution * Use The Workflow Report

The Report Options form stores settings that apply to a particular report. This allows you to specify different settings for individual reports depending on your requirements. You can choose a destination, a filename, user rights, set the margins and page height, give your report a number and switch on NCOA check when using letter service.

Report Options

Additional options are available when you select Other from the Destination field pick list. For instance, you can create special reports to print out of MS Word or Word Pad using mail merge.

Useful Note You should use this form to enter any custom settings that you want to apply to your whole report. At the very least, you should ensure that Collect!'s default settings are restored, by entering RESET codes in the Printer Initialization Codes and Printer Termination Codes fields.

Useful Note When importing or exporting reports, settings in the Report Options are imported or exported as well.

Destination

Choose an output device from the pick list. Click the arrow to display the choices. This setting should be filled in, especially if you intend to print this report in your daily batch letters.

Printer - Send the report or letter directly to a printer.

Screen - Preview and edit your report on the screen before printing.

File - Send your report to a file which you can later edit using a word processor, or import into a spreadsheet or database. You can enter a filename in the field labeled Filename or enter a filename when the report is printed.

Spreadsheet - Print quickly and easily to your spreadsheet program.

Browser - Format the report as an HTML page and view it in the browser.

Other - Use with CSV files or Tab delimited reports, or in combination with RTF reports. A filename is entered in the field labeled Filename. A field labeled Redirect To becomes visible with this selection and you can enter a filename or a web site to redirect your report output to.

Email - Send this letter directly to the account's Email address. When you select "Email" as your Destination and additional field becomes visible, a check box labeled "Use SMS." Please refer to Help topic, SMS Email Setup for more information.

Sub-Report

If this report is called via another report with @REPORT or @SUBREPORT, and you do not want the report to be run directly, you can check this box to hide it from the Report list when users click the Print button.

File Name

Enter the File Name here if you intend to send the report to a file. By default, files are placed in the root folder of your Collect! application. You can specify a drive and the name of an existing folder, if you wish to be more specific.

Examples:

To save the file in the Collect folder, enter FILENAME.EXT, for example, myreport.txt.

To save the file on drive F:\ enter F:\FILENAME.EXT, for example, F:\myreport.txt.

To save the file in F:\ALLREPORTS enter F:\ALLREPORTS\FILENAME.EXT, for example, F:\Allreports\myreport.txt. In this case, the folder ALLREPORTS must already exist or you will get an error message.

To use this field with *.rtf or *.csv files, enter the path and name of the file. For example, LETTER1.RTF to open the RTF file or MAILMERGE.CSV to print to a CSV file.

Useful Note When you choose 'File' from the Destination pick list and enter a complete path in the File Name field, the Print Output Options dialog will automatically display this information when you choose to print the report. You will see that 'File' will be marked as the Destination and the path you entered as the File Name with be displayed in the Print Output Options 'Path' field.

File Name With Date/Time Stamp

If you enter simply the extension, .csv or .rtf (without the asterisk!) in the File Name field, Collect! will assign a file name to the report when you print it. Collect adds an operator, date, time and increment stamp. For example, OWN-20080305-115656-1.csv.

File Name Setting for OpID/Date/Time Stamp

By default, files are stored in the Collect\bin\global\masterdb\letters folder. For example, Collect\bin\global\masterdb\letters\OWN-20080305-115656-1.csv.

You can also enter your own location. For example, C:\myfolder\.csv will output your files to C:\myfolder. For example, C:\myfolder\OWN-20080305-115656-1.csv.

File Name With Use SMS

When you have switched ON "Use SMS" with an Email destination, you can enter an SMS Domain Name in the File Name field. Please refer to Help topic, SMS Email Setup for more information.

Browse

Select the BROWSE button to navigate to a folder of your choice for saving this report to FILE. Enter a name for your report and a valid extension, such as CSV or TXT. Collect! will display the path. When the report is printed, it will be saved to the folder you selected.

Useful Note By default, reports are saved to your letters folder so you do not have to select a folder here. This is just a convenience for users who need more flexibility for storing report files.

Letter Number

This is used to identify letter templates being sent to a letter service provider. The number you select in this field will match the setup letter number your provider has created to match that specific letter. Each letter you plan on sending to the mailing house needs to have a unique value. This number is printed in the debtor's information sent to the Letter Service and is used by them to print each letter correctly. Generally, samples of the report and report body codes must be sent to your service provider of choice as part of your setup process with them.

This field support alphanumeric characters.

Useful Note When you print your letter batch to a service bureau, the system will only output to text file those letters that have a letter number.

NCOA Check

This switch is used for Letter Service. When it is switched ON with a check mark, a special code is included in the Letter Service output file. This tells the Letter Service to perform a National Change of Address check on this Debtor.

Useful Note When printing your Letter Service batch, switch ON 'Print to unverified addresses' in Batch Letter Options to force Collect! to print to all debtors in the batch, even those with "bad" addresses, which means the 'Address OK' switch is OFF in the Debtor form.

Please refer to How To Use Letter Service for more details.

Don't Prompt On File Overwrite

Switch this ON with a check mark to stop Collect! from showing you a prompt if you are printing to file and the file already exists. When this switch is ON, Collect! will automatically overwrite the existing file that has the same name as the file you are printing.

Exclude From Text Scanner

Switch this ON with a check mark to exclude this report or letter from the Text Scanner.

The Text Scanner is a utility under the Customize Printing menu that allows you to tag Report Definitions, then search for a string of text. All reports and letters that do not contain the text will be tagged.

Save To Letters Folder

This box applies to scenarios where files would be saved to either the Debtor or Client attachment folders.

Switch this ON with a check mark to force any files created by this report to always save in the Letters folder located at Collect\bin\global\{dbname}\letters.

User Level

This can be used to limit the Users allowed to print certain reports. You pick from the list of User levels and choose one. Anyone with that level or better will be able to print that letter or report.

For example, if you enter a 10 here, only Users at level 10 can print this report. If you enter a 20 here, all Users at levels 10 and 20 are allowed to print the report. Enter a 60 here, and all Users from levels 10 to level 60 are allowed to print the report.

Useful Note What actually happens is that when the User picks the Print command, only those reports that they are allowed to print appear in the list of available reports. Thus, the User is never aware of the reports they don't have access to.

Min 1

The MIN and MAX fields allow you to set up to 3 ranges of Users per report. A User level that falls within any of the selected ranges will have access to the report. Otherwise, they won't be able to run the report.