Adding Reports to the Favorite Reports Menu
To create the report parameters:
- Open the report
- Choose a report style from the Report Drop-down
- Fill in required fields
- Make selections from the dropdowns
STEP BY STEP GUIDE TO MERGING CUSTOMER RECORDS
Access the Merge Customers Utility:
To streamline your experience with Counterpoint, you can easily customize the menus to
include your most frequently used reports in the Favorite Reports folder.
To add a report to the menu, you will:
1. Create and save a set of report parameters
2. Check what menu code is in use for that user type
3. Edit the menu code to add the report
4. Set up the new report iteration with the saved report parameters
Create Report Parameters
To create the report parameters:
- Open the report
- Choose a report style from the Report Drop-down
3. Fill in required fields
4. Make selections from the dropdowns
5. Fill in the date range(s)
NOTE: When you select a date or date range with a name like “Last Month” or “Year to Date,” the system automatically updates this range as time progresses. For example, “Last Month” will always refer to the month that just ended, and “Year to Date” will cover from the start of the current year up to today. In contrast, if you choose a custom date range, such as specific start and end dates, that range remains fixed and does not change over time.
6. Check boxes if needed
7. Enter any filters on the filter tabs
To create the report parameters:
- Open the report
- Choose a report style from the Report Drop-down
- Fill in required fields
- Make selections from the dropdowns
8. Click the Options button at the bottom of the window
9. Choose Save parameters from the dropdown
10. Enter a Report Name
11. Check the box for Public if parameters will be shared with other users
12. Click Save
Check Menu Code
Counterpoint’s menu codes define what buttons are available on a user’s menu, follow these steps to determine what menu code is in use.
For your own user/user logged in to Counterpoint:
- Check the upper right corner of the Counterpoint main menu
For another user:
1. Select Setup → System → Users
2. Enter or look up the User
3. Click the magnifying glass next to System Security Code
4. Click Edit
5. Check the menu code
Edit Menu Code and Add Parameters
Benefits of Using the Merge Customers Utility
- Select Setup → System → Menu Codes
- Enter or look up the Menu code
- Click Menu Editor
4. In the middle column, click the + next to Favorite Reports
5. In the right column, use the + buttons next to the modules and folders and locate the report
6. Click, hold, drag, and drop the report into the favorite reports folder in the middle column
7. Click the Report that was added
8. (Optional) In the left column, change the Form Caption and Menu Caption to change the
words that display on the report button
9. Click the magnifying glass next to Report parameters and select the saved parameters
10. Click Close
11. Click Yes
12. Click Save
