CenterPoint® Accounting for Agriculture - Reporting Preferences

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How to Use Preferences Video - Duration: 6 min 05 sec

General Preferences Video - Duration: 9 min 55 sec

Preferences - Reporting Video - Duration: 6 min 26 sec

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Document #: 3364 Product: CenterPoint®

Preferences define how you want your CenterPoint program to behave and can be changed at any time. If you change a preference and are currently in the screen that uses that preference, close the screen and then enter the screen again to initiate the preference.

How are the Different Tabs Used?

Filters Preference

General Preference

Report Styles

How are the different tabs used?

Preferences can be set at different levels. The preference level is a hierarchy, for example, the Global level will be used if no Application, Database, or User levels are set. The levels are accessed with the tabs across the top of the Preferences screen.

Current Settings: Simply displays the settings that are currently being used.

Global: The Global level is typically used when your system is a network. The Global level affects all databases on the network. This allows a network administrator to setup Preferences just once and they will be used for all Database & all Users within that network setting.

Application: If the Preferences are set at the Application level, then all users of all databases will have the same Preferences.

Database: Preferences set at this level will affect each individual database separately. One can then have different settings for each Preference in each database.

User: Preferences set at the User level will only affect that user. This tab is not available on all preferences and is only available if you use Database Security.

Filters Preference

This preference allows you to change the number of items that can be selected in a report mover control. The default value is 500 records/items because selecting large amounts of records/items in the filter can make reports run slowly.

  1. Select File > Preferences > Reports > Filters.
  2. Click the Application tab.
  3. In the Maximum Selected Items box, enter a value between 500 and 2500.
  4. Click Save.

General Preference

The Reports Setting preference allows you to set the way that you want the Reports screen to work with Favorites.

  1. Select File > Preferences > Reports>General.
  2. Click the Application tab.
  • Display Database Favorites - This setting provides functionality that allows you to save favorites with the open database that can then be used by other users of the same database. If you want to store favorite reports for this database on a Database tab, select Yes.
  • Default Report Tab - This preference also allows you to determine which tab is the default tab that displays reports in a network installation, the options are the Reports tab, Favorites tab, Database tab, or Network tab.
  • Disable Reports Tab - This preference allows you to control whether to display the Reports tab when the Reports screen displays. This can be used if you want your users to select reports only from the Favorites or Database Favorites tabs. If you've selected the Reports tab as the Default Report tab, this box will not be active.
  • Location of the Network Reports Variation File - This preference allows network installations to set up one shared location for displaying and printing reports for everyone that uses the application. When you copy the CenterPoint.Favorites.Variations file from your Documents directory, rename and save the file to a Network Location,and then enter the saved location in this box, a Network tab will display that will allow all users to print reports that have custom variations made by an administrator. Note: You will not be able to save any of your favorites to the Network tab. If you save a report favorite, it will display on the Favorites tab.
  • Location of Custom Report Files – This preference allows you to determine the location where custom report files designed by Red Wing Software will be located. For example, you may want to provide a network location so all users in a network installation have access to a custom report.
  • Location of Custom Export Files - This preference allows you to determine the location where custom export files designed by Red Wing Software will be located. For example, you may want to provide a network location so all users in a network installation have access to a custom export.

Report Styles

  1. Select File > Preferences > Reports>Report Styles.
  2. Click the Application tab.

The appearance of your reports will change based on the style you select. You can set the preference so that all of your reports will be styled the same way. If you have any reports that are exceptions and you wish to have them styled differently, you can change the style of a specific report by previewing the report and clicking on the General fly-out tab and then changing the setting in the Style box.

Document: 3364