Running a Transaction Writer report

You only need to define transaction reports once, and then you can run them at any time you want. Use this procedure to generate a one or more Transaction Writer reports based on the parameters defined on Transaction Writer (AC55.1).

Follow these steps to create to create a print report:

Access Transaction Writer Report (AC256).
On the Main tab, select the transactions for which a report is needed. Use these guidelines to specify the field values:

Folder or Reports

Select a folder name if you want to run all reports stored in the folder.

As an alternative, you can select the specific Transaction Writer report(s) that you want to generate. You can run up to eight individual reports at one time.

Transaction Dates or Post Dates

You can include transactions for a specific transaction or posting date range. If you select Transaction Dates, then you must leave the Posting Date fields blank, and vice versa.

To list information for all transaction or posting dates, leave the date range fields blank.

Note: If you selected Transaction Dates or Post Dates as a field and specified in dates for the corresponding Value Range field on the Secondary Values tab in Transaction Writer (AC55.1), then the values you specify in here override those values.
On the Overrides tab, override the activity, account category, transaction date, and posting date values you select on the Primary Values tab on AC55.1. Use these guidelines to specify the field values:
Activity Group List, Activity Group, Activities, or Activity List

Select the activities for which you want to see transactions. You can select by activity group list, activity group, up to six activities, or activity list. You can specify values in only one of these fields.

Search Method
When a Transaction Writer report is generated, the transaction data can be searched first by activity or by user attributes. This field determines the method used by Transaction Writer.

The search method you select in this field overrides the search method you selected on the Basic tab on Transaction Writer (AC55.1):
- System Controlled lets the system analyze the selected parameters and choose which of the two methods is best.
- User Attributes forces the system to search by user attributes. To use this method, secondary selects must exist and each Or group must contain at least one user-defined attribute.
- Activity forces the system to search by activity.
  
  Note: The search method can affect the processing time for the report. You can try selecting a different search method to improve processing time.

Related reports and inquiries


To	Use
List the report parameters defined for the Transaction Writer report	Transactiocn Writer Listing (AC255)