Field Name

Description

Menu Name

Enter name that appears for the document within the application and links to a profile through Report Profile Setup (up to 425 characters). Example: Confirmation Letter

NOTE: Menu Names where an ampersand sign is to be displayed explicitly, as a part of the name, you will have to write the ‘&’ sign twice. For example, to display “Orders & Services,” you will have to write “Orders && Services”. 

By default, reports appear within the Reports Menu unless assigned to a Report System Location, which instructs the application to reference the document through a particular menu elsewhere in the application.

Report Name

Enter the name of the physical file as it exists on the system, or the name recognized by Reporting Services (up to 425 characters). 

Letters

This option is dependent on what is set for the Report Type.  For documents that have a Report Type of “Letter,” this must be a Microsoft Word document with the filename extension of either DOC or DOCX (Microsoft Word 2007).

Example:  Confirmation.docx

MoversSuite Letter

This type is set for documents created through Forms Designer Templates as part of the

Forms Designer system. Do not create report documents with this type through this setup. Only the name of the document appears within this section.

Reporting Services

Identify Reporting Services Reports documents by name and directory as they appear within the Report Manager.

Example: /[Account]/Move Management Services/Task List

Where [Account] represents the top-level directory within the Report Manager and may indicate a specific release of MoversSuite

For custom Reporting Services Reports, a user may want to create a Custom folder at the highest level within the Report Manager.  See the Custom Report Document Setup section for more information on custom reports.

Report Path

Enter the system path of the report (up to 425 characters).  The application combines the Report Path with the Report Name to identify file location on the system or file loaded into Reporting Services. 

Letters

For documents that have a Report Type of “Letter” this will be the location within the server that contains the files. 

Examples: 

D:reports\mssLetters\Standard\

\\[Server Name]\mssShare\mssLetters\Custom\

Where [Server Name] represents the name of the server that hosts MoversSuite

Reporting Services

For Reporting Services files, enter the URL that references the report server and the Reporting Services web service.

Example:

https://[Server Name]/ReportServer

Where [Server Name] represents the name of the report server

This field is automatically updated when a set Report Path URL is updated to a new URL within Report Server Setup.

See the Custom Report Document Setup section for more information on custom reports.

Report Type

The Report Type instructs how the application on which tools to use to render the document.  Select from the following options:

Letter

The application will use Microsoft Word to render this type.  The Word files will need an extension of “doc” or “docx” (Microsoft Word 2007 and higher). MoversSuite allows this type of document to contain Bookmarks.

MoversSuite Letter

This type is set for documents created through Forms Designer Templates as part of the

Forms Designer system. Do not create report documents with this type through this setup.

ReportingServices

The application renders this type of file through Microsoft SQL Server Reporting Services.  This type does not require that documents have a file extension, however the Report Name must match files within Reporting Services.

System Location

Select a location from which to launch this report (optional). Refer to the Report System Location topic for the exact location and values assignable through this setting.

Render Type

This setting instructs the application to save documents generated through a batch process or through internal processes such as archiving.  Users have the following options available:

Adobe Portable Document Format

This option instructs the application to save files in PDF format.

Microsoft Excel Format

The application will save this report in XLS or XLSX format, depending on the version of Microsoft Excel loaded on the application server.

Archive Type

Select how the report will be stored in the MoversSuite Document Library as one of the following:

Adobe Portable Document Format

These documents render as .PDF files when opened.

Tagged Image File Format

These documents render as .TIF files when opened.

Currently, the application archives Invoicing documents only.

Report Group

Link this report to a particular group defined within Report Group Setup. Reports associated to group display underneath it within the Reports Menu.

Inactive

Check this flag to inactivate a report. When checked, the Report record no longer appears as an available option where Reports are referenced. Reports marked as inactive remain assigned and are visible within the areas where the Report was referenced. Inactive Reports do not list in the Report Setup listing. To include inactive types within the listing, go to Mass Record Selection Options and choose Show All Items.