Deleting Templates

by | Mar 19, 2024

  1. Click File > Template > Delete.
  2. Select the applicable Report Pak then the template and click Delete.
  3. Click Yes to confirm deletion, or click No to cancel.

Editing Templates

by | Mar 19, 2024

  1. Click File > Template > Edit.
  2. Select the applicable Report Pak, select the template to edit, and click OK.
  3. Edit the template data.
  4. Click File > Save, or click the Save icon, or press CTRL+S on the keyboard to save changes.
  5. Click File > Close or press CTRL+F4 on the keyboard to close the template file.

Creating Templates

by | Mar 19, 2024

  1. Click File > New, or click the New Report icon or press CTRL+N on the keyboard.
    1. Enter the Filename for New Report and click New.
    2. Select the applicable Report Pak.
    3. Select <none> in Report Template.
    4. Select the Picklist (the Default Picklist may be used), and click OK.
  1. Enter data to be applied to future reports.
    1. Enter any frequently used verbiage in the main form i.e., 1004 Single Family 2005, a
    2. Add any additional forms
  2. Click File > Save As > Template.
  3. Enter the Description (name) of the template and click OK.

The template is available the next time a report using the selected Report Pak is created.

Saving the Current Report

by | Mar 19, 2024

There are two methods of saving the current report, saving it to its existing file location or saving a copy of the report to another location such as an external storage device or folder on your computer desktop.

To save the file to its existing location:

  1. You can save a file in three ways:
    1. Click File > Save.
    2. Click the (Save) icon.
    3. Press CTRL+S on the keyboard.

Note: If Track integration is enabled. The Track order updates when saving the report.

Save As Features

by | Mar 19, 2024

Using the Save As feature allows for multiple ways to save the current report.

To save a copy of the report file to another location, (e.g., an external storage device):

  1. Click File > Save As > Report.
  2. Browse to the file storage location.
  3. Enter the File Name for the report.
  4. Click OK.

 

Save As Report Backup File

Report Backup Files are saved with the same filename as the report and a file extension of .ABK. The default file location of Report Backup Files is C:\Program Files\ACI32\REPORTS. If a report file is lost or corrupt, open the .ABK file and save it as a Report (.ACI) file.

  1. You can open the Report Backup File in three ways:
    1. Click File > Open.
    2. Click the  (Open Report) icon.
    3. Press CTRL+O on the keyboard.
  2. Browse to the location of the Report Backup File.
  3. Select Report Backup (*.abk, *.zbk) under Type of Files.
  4. Select a file and click Open.
  5. Click File > Save As > Report.
  6. Enter the File Name for the report file.
  7. Click OK.

 

Save As Template

This feature allows you to save a report as a template file for future use. The template file will auto-populate text and reduce typing when creating new reports.

To use the Save As Template feature:

  1. Follow the steps for Creating a New Report or Opening an Existing Report.
    2. Click File > Save As > Template.
    3. Enter the Description (name) of the template.
    4. Click OK.
    Templates are saved with a .act file extension. The template is available the next time a report using the selected Report Pak is created.

See Using Templates for additional information.

Save As New Form Type

ACI Report™ allows you to save a report from one form type to another using the Save As New Form Type feature.

  1. Follow the steps for Opening an Existing Report.
  2. Click File > Save As > New Form Type.
  3. Enter the File Name for the report.
  4. Click Save.
  5. Select a new Report Pack.
  6. Click OK.

 

Save As .ACI Format

To save a file as a standard .ACI file:

  1. Follow steps for Opening an Existing Report.
  2. Click File > Save As > ACI Format.
  3. Enter the File Name for the report.
  4. Click Save.

 

Save As .ZOO Format

To save a file as a .ZOO file:

  1. Follow steps for Opening an Existing Report.
  2. Click File > Save As > Zoo Format.
  3. Enter the File Name for the report.
  4. Click Save.