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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.

 

Closing a Report File

by | Mar 19, 2024

  1. You can close a file in three ways:
    1. Click File > Close.
    2. Click the (Close Report) icon in the right corner of the menu bar.
    3. Press CTRL+F4 on the keyboard.
  2. At the prompt:
    1. Click Yes to save changes and close the file.
    2. Click No to close the file without saving changes.
    3. Click Cancel to abandon the action.

Cloning and Extracting Report Data

by | Mar 19, 2024

This helpful article provides instructions for cloning reports and extracting report data to quickly create new reports using previously entered report data for similar properties, neighborhoods, etc.

Cloning an Existing Report

To clone a report, you will first need to create a new report and identify the file you wish to clone.

  1. You can create a new report in three ways:
    1. Click File > New.
    2. Click the (New Report) icon.
    3. Press CTRL+N on the keyboard.
  2. Enter the Filename for New Report and click Clone.
  3. Select the Report Pak, Report Template (optional), and Report Picklist.
  4. Click OK to proceed.
  5. Enter the File Name to Clone From and click OK.
  6. Select the components you wish you clone:
    1. Manually: Manually select the individual components to include.
    2. Select all: Automatically includes all components.
    3. Deselect all: Automatically excludes all components.
    4. Invert: Automatically deselects currently selected components and selects components that were previously not selected.
  7. Click OK to accept the selections and clone the report.

 

Extracting Data from a Field or Section

  1. Click in any report Field or Section. Click Edit > Extract or right-click and select Extract.
  2. Select Field or Section.
  3. Select the Report to Extract Data From and click Open.

Tip: To search for a report when extracting data, click Options > Environment > General and select Use File Lister to select report files when extracting.

 

Extracting Data from Multiple Sections

  1. Click Edit > Extract > Multiple Sections or right-click in any report field and select Extract > Multiple Sections.
  2. Select the Report to Extract Data From and click Open.
  3. Select sections to extract.
  • Invert – Automatically deselect previously selected forms and select forms that were previously not selected.
  • Select all – Select all forms. Manually deselect the forms to exclude.
  • Deselect all -Deselects all forms. Manually select the forms to include.

Tip: For forms with multiple sections (for example, the 1004 Single Family 2005) click Details and select the sections to extract.

  1. Click OK to accept selections and extract data.

Tip: To search for a report when extracting data, click Options > Environment > General and select Use File Lister to select report files when extracting.

Opening Existing Reports

by | Mar 19, 2024

  1. You can open an existing report in three ways:
    1. Click File > Open.
    2. Click the  (Open Report) icon.
    3. Press CTRL+O on the keyboard.
  2. Select a file and click Open.

Creating a New Report

by | Mar 19, 2024

  1. You can create a new report in three ways:
    1. Click File > New.
    2. Click the (New Report) icon.
    3. Press CTRL+N on the keyboard.
  2. Enter the File Name for the New Report and click New.
  3. Select the Report Pak, Report Template (optional), and Report Picklist.
  4. Click OK to create the report.