Sometimes
you may need reports that will provide information on more than one
company. The standard reports in FAS Asset Accounting will only cover a
single company, and that is the one that is open when you launch the
report. However, you can create a custom report that will cover
multiple companies, as long as the companies are included in the same
database.
First, create a custom report through the
FAS Report Writer. Creating a multi-company report in the FAS Report
Writer is almost identical to creating a report for a single company.
However, there are several steps that will need to be done differently.
In Step 3 of the Report Helper, deselect
the check box to have the Company Name show on the report. If a report
has information on multiple companies, it would not make sense to have
only one of the companies in report title.
In
Step 4, select Company Name as one of the report columns. This will
allow a listing of the company with the asset. Finally, in Step 5,
select Company Name as one of the sorts for the report, if that is
needed.
After
creating the report, there are two different approaches to have the
report cover multiple companies. The first approach allows the
selection of specific companies from the database to include in the
report. The second will allow the inclusion of all companies in the
database in the report.
Approach 1: Selecting Specific Companies
Once the report is finished in FAS Report Writer, the program will
automatically launch Design tab in Crystal ReportsTM. From the top menu
bar, select Report\Select Expert. Go to the tab marked "Company
Information.Company Name." It indicates that the Company Name
represents the company that was open when FAS Report Writer was
launched. Go to the box that has "is" in the window, hit the pull-down
arrow, and select "is one of." Go to the box immediately on the right,
hit the pull-down arrow, and select the desired companies, pushing the
Add button after making each selection. Then hit the "OK" button, run
the preview, and save the report.
Approach 2: Selecting All Companies in a Database
If you want the report to display all of the companies in a database,
you can accomplish that in one step. Open Select Expert as described
above. When you go into Select Expert, select the "Company
Information.Company Name" tab. Then go to the box that has "is" in the
window, hit the pull-down arrow, and select "is not like." In the last
box, type "-*". This will exclude "companies" that are actually
templates which are set up in the database each time you create a
company.
Regardless of which approach you chose, once you have created the
report, you can launch it as you would any other custom report. If you
launch it in FAS, you will see this dialog box:
Just select to "Run the report as is," and you will get your multi-company report.
Comments