New Report Base

New Report Base

You may have heard us mention the phrase “New Report Base” at our last Annual Conference.

You may have also seen some of the new features that are included in reports that use this new base. We want to take this opportunity to show you a few features that are available when reports have been re-written using the new report base.

First, the new report base does not mean that you won’t have the reports and information that you have come to know and love. It includes the same reports you are familiar with. However, we have added features and enhancements-based on feedback from our customers-to improve the reports you get from your Caselle applications.

To begin, you may want to review this New Report Document, which shows the features included in the new report base. Next, try saving a test versions of a report definition of any report that uses the new report base (all of the Cash Receipting reports in Connect utilize the new report base) so you can test out some of the new features.

Some of the key features include the following:

  • See the date the report was created, last modified and last processed.
  • Modify the report order for each report section.
  • For each section, simply selecting or deselecting a checkbox allows you to do the following: add a line between records; suppress printing of headings, details, or totals; suppress printing of an entire section altogether; or add page breaks.
  • See which columns offer the “drill-down” feature. Click on the “drill down” link to see what makes up a summary total.

We plan to incorporate the new report base into all of the Caselle reports on a staggered basis. Review the quarterly Release Notices to see which reports are now able to utilize these new features.