Accountants Enterprise in Australia only
The Database Map tab on the Report Designer window contains the Database Map tree and a toolbar. The Database Map tree lists all the Master level Database Map items (folders, tables and table data fields) provided with Reporter, along with any Database Map items you have created at a Practice level. In addition, if you have opened Report Designer at the Client level, any Client level Database Map items created for the selected client will also be listed.
You can make changes to Database Map items using the Database Map Editor window, which is opened from the Database Map tab.
From the Database Map tab you can:
Create and edit Database Map folders and tables.
Add and edit table fields and data
Delete Database Map items.
To delete a Practice or Client item, you need to open Report Designer at the level at which the item was created.
Enter the selected client’s data for the Database Map table fields.
Define Database Map item properties.
You can only delete Client and Practice items. Master folders, table and data cannot be deleted.
When working in the Database Map tab there are 2 work areas:
the left-hand Explorer pane which displays the Database Map tree
the right-hand Design pane.
In addition to the toolbar, there is also a right–click mouse menu available in the Database Map tab. This contains some of the functions that are on the toolbar and in addition also contains:
This is standard Windows copy functionality. You can copy and paste between database maps and also between different ledgers.
Copy to Client / Practice
Use this menu item to save the currently selected Database Map item to the level at which you opened Report Designer (Client or Practice). This menu option will read Copy to Client if you opened Report Designer at the Practice level, allowing you to save a Practice level or Master level item at the Client level. If you opened Report Designer at the Practice level it will read Copy to Practice, allowing you to save a Master level item at the Practice level.
The new level version of the Database Map item will conceal the higher level version until such a time that the lower level version is renamed or deleted.
Copy to clipboard
Saves the complete Database Map tree structure to the Windows clipboard. Content can be pasted into other applications such as Notepad, Microsoft Excel or Word for viewing and printing.
This is standard Windows cut functionality. This option will not be available for Master level items. You can copy and paste between database maps and also between different ledgers.
This is standard Windows paste functionality.
Select this option to access the Database map properties window where you can add, view or edit the notes that have been added to the selected item. To add or edit notes simply type into the Description field and then click the Apply button to save your entry. If Report Designer is not open at the required hierarchy level to edit the properties, then the window will open as read–only.
Use this menu item to create a copy of the currently selected item. The copy will be saved to the level at which Reporter is currently open, that is, Practice or Client. This copy can then be changed without affecting the original.
Show Master Database Map
Select this option to view the matching Master level Database Map item for the currently selected Practice or Client level item. The Master level Database Map window will be opened, with the Database Map tree displayed to show the location of the corresponding Master level item.
Show Practice Database Map
Select this option to view the matching Practice level Database Map item for the currently selected Client level item. The Practice level Database Map window will be opened, with the Database Map tree displayed to show the location of the corresponding Practice level item. This option is not available if Report Designer is open at the Practice level.