Setting Report Options

From the Tools menu, select Options to open the Options window.

In the left pane of the Options window, click Reports to display the Reports options in the right pane.

To specify system-level report options, do the following:

To check the applicable Custom Report folder for a custom version of a report to use in place of the standard version of the same report located in the applicable standard Report folder, check the Use report in custom reports folder if it exists checkbox.

To use an alternate standard Reports folder location instead of the default standard Reports folder location specified during e-automate software installation, do the following:

Check the Use alternate reports path checkbox, enabling the Reports folder field.

In the Reports folder field, enter the path to the standard Reports folder you want to use.
Note: To browse for the alternate standard Reports folder location, do the following:

Click the [...] browse button to the right of the Reports folder field to open the Browse for Folder window.

Navigate to the alternate Reports folder you want to use for standard reports.

Click the [OK] button to close this window and to populate the Reports folder field with the selected path to the standard Reports folder you want to use.

Note: Using this option, you can keep all your e-automate reports (including custom reports if desired) in one networked drive location. Reports processed from client workstations will use the report files in this location unless you specify an override Reports folder location on the client machine. For more information, see the Setting Personal Client Settings topic.
Note: If you do not check this box, the system will use the standard Reports folder location specified during software installation.  For on-premise installations, the standard reports folder is located by default at C:\Program Files (x86)\ECi\e-automate\Reports for server installations and at C:\Users\MyUserName\AppData\Local\ECi\e-automate\Reports for client-only installations.

To use an alternate Custom Reports folder location instead of the default Custom Reports folder location specified during e-automate software installation, do the following:

Check the Use alternate custom reports path checkbox, enabling the Custom reports folder field.

In the Custom reports folder field, enter the path to the Custom Reports folder you want to use.
Note: To browse for the alternate Custom Reports folder location, do the following:

Click the [...] browse button to the right of the Custom reports folder field to open the Browse for Folder window.

Navigate to the alternate Custom Reports folder you want to use for custom reports.

Click the [OK] button to close this window and to populate the Custom reports folder field with the selected path to the Custom Reports folder you want to use.

Note: Using this option, you can keep all your e-automate custom reports in one networked drive location. Reports processed from client workstations will use the custom report files in this location unless you specify an override Custom Reports folder location on the client machine. For more information, see the Setting Personal Client Settings topic.
Note: If you do not check this box, the system will use the Custom Reports folder location specified during software installation.  For on-premise installations, the standard reports folder is located by default at C:\Program Files (x86)\ECi\e-automate\Custom Reports for server installations and at C:\Users\MyUserName\AppData\Local\ECi\e-automate\Custom Reports for client-only installations.

To print tax authority and tax amount sub-total lines on quotes, orders, and invoices generated during report processing, check the Print tax authority detail on quote, order, and invoice reports checkbox. Leave this box unchecked if you want to exclude this information from quotes, orders, and invoices generated during report processing.

To begin a new page when printing each sales order included in a sales order picking lists, check the Print one order per page on the sales order picking list checkbox. Leave this box unchecked to allow the system to print multiple sales orders per page when printing a sales order picking list.

In the Contract invoice options region, review the report definitions defined for contract invoices in Tools > Lists and Codes > Report Definitions.  For more information, see the Creating Report Definitions topic.

In the Service invoice options region, do the following:

To print in the service call area of each service invoice a Remarks header followed by any remarks recorded in the Remarks field on the Remarks tab of the Invoice Call window, check the Show service call remarks checkbox. Leave this box unchecked if you do not want to include these remarks on the service invoice.

To print in the service call area of each service invoice a Description header followed by any information recorded in the Problem description field of the Service call tab on the Service Work Order window or the Description field on the Call info tab of the Invoice Call window, check the Show service call description checkbox. Leave this box unchecked if you do not want to include these descriptions on the service invoice.

To exclude the Travel Charges region (which includes Technician, Travel Date, Travel Hours, Hourly Rate, Hourly Charge, Travel Miles, Mileage Rate, Mileage Charge, Flat Charge, Travel Charge and total travel charge information) from the service invoice if Hourly Charge and Mileage Charge amounts are $0.00, check the Hide travel if $0.00 checkbox.

To exclude the Labor Charges region (which includes Technician, Service Date, Start Time, End Time, Standard Hours, Standard Rate, Standard Charge, Overtime Hours, Overtime Rate, Overtime Charge, Labor Charge, and total labor charge information) from the service invoice if total labor charge $0.00, check the Hide labor section if $0.00 checkbox.

In the When emailing invoices, use this format field, use the drop-down menu to select one of the following formats to use for the service invoice: Excel, HTML 3.2, HTML 4.0, PDF, or Rich Text.
Note: ECi recommends using the PDF format.

In the Check format options region, do the following:

In the Check format options field, use the lookup to select one of the available options.

Do one of the following:

If you selected any option other than Custom Check in Step 8.a., the system displays the phone number and web site for contacting Liberty Office Products. You can click the web site link to view illustrations of the check formats offered by Liberty Office that e-automate supports.

If you selected the Custom Check option in Step 8.a., contact e-automate at the number provided for information on developing a custom service invoice report format that can be added to your Custom Reports folder for use in generating service invoices when this option is selected.