Output

Select Output from the Outlook bar on the left hand side.

Select Output Settings from the expanded selection.

1.     A list of all reports set up in BACAS will be displayed.

2.     Scroll down the report list on the left hand side until you find the report in question.

3.     Click on this entry on the left hand side to select it.

4.     If you have selected the correct report, the entry in the Report Name (highlighted by green box) will reflect the option from report list you would select when running the report)

Click on the Edit button

Enter the number of copies of the report required in the Number of Copies field

Click on Save

Select Output from the Outlook bar on the left hand side.

Select Output Settings from the expanded selection.

1.     A list of all reports set up in BACAS will be displayed.

2.     Scroll down the report list on the left hand side until you find the report in question.

3.     Click on this entry on the left hand side to select it.

4.     If you have selected the correct report, the entry in the Report Name (highlighted by green box) will reflect the option from report list you would select when running the report)

Click on the Edit button

Select the orientation required in the Orientation field

Click on Save

1.     Select Output from the Outlook bar on the left hand side.

2.     Select Output Settings from the expanded selection.

A list of existing reports will be displayed.

1.     Click on the New Report (star) button.

2.     Click on the Browse button

An Open screen will be displayed

1.     Follow the path to the BACASNG report folder

2.     Select the report you wish set up in BACASNG

3.     Click on the Open button

You will be returned to Report Setup

1.     Select Category: Management from the selection list

2.     Enter A4 as the Paper Type

3.     Click on Save

4.      

1.     Click on the Parameters tab

2.     Click on the Edit pencil

1.     Click on Read from Report

The report parameters will appear

1.     Click on StartDate

The parameter name will refresh in the lower half of the screen

1.     Select Parameter Type Start Date

2.     Select ID type: Date

3.     Tick Allow Crystal Prompts

4.     Click on Add

1.     Click on EndDate

The parameter name will refresh in the lower half of the screen

2.     Select Parameter Type End Date

3.     Select ID type: Date

4.     Click on Add

The Date Parameters will now both be set up in the top box as below:

1.     Click on Save

You are now ready to run the report:

1.     Select Output from the Outlook bar on the left hand side

2.     Select Print Run from the expanded selection

The Report List will open

3.     Select Report category: Management

4.     Tick the management report that you wish to run

5.     Click on Next

1.     Enter a date range

2.     Click on Preview

3.     Click on Print

A filtered charge report will give you a list of all the current charges set up in BACASNG

1.     Select Output from the Outlook bar on the left hand side.

2.     Select Print Run from the expanded selection.

The Report List Window will be displayed.

1.     Select Accounting as the Report Category.

2.     Select Accounting List of Codes from the list of Reports and click on Next. (The report might also be listed as List of codes filtered etc)

3.     Enter Today's date on the second report list window

4.     Click on Print

The list of codes will be printed:

Select Output from the Outlook bar on the left hand side.

Select Print Run from the expanded selection.

The Report List Window will be displayed.

Select Accounting as the Report Category.

A list of accounting reports set up on your system will be displayed

Select required report from the list of Reports. Click on Next.

The information you are required to enter at the next stage will vary depending on the report selected. Below is an example of a report that requires dates for a financial period. (Other reports may require you to enter a first and last invoice or receipt number for the period.)

1.     Enter the Start Date for the financial period

2.     Enter End Date for the financial period

3.     Tick Preview (if display to screen is required)

4.     Click the Print button

Select Output from the Outlook bar on the left hand side.

Select Print Run from the expanded selection

The Report List Window will be displayed.

Select Register as the Report Category.

Select Cremation Register from the list of Reports and click on Next.

Enter Start and End Dates on the second report list window

Click on Print

The Cremation register will be printed

Follow these notes to print the paperwork for a day. Such as a Chapel List, an Attendant List, an Operator Worksheet, the Cremation Authorities, Collect Certificates and Floral Tributes

Select Output from the Outlook bar on the left hand side.

Select Print Run from the expanded selection.

The Report List Window will be displayed

Select Appointment as the Report Category.

A list of daily reports set up on your system will be displayed

Tick to select the required report(s) from the list of Reports.

Click on Next.

The date will default to tomorrow’s date – correct this if the paperwork for a different date is required

Tick Preview (if display to screen is required)

Click the Print button

1.     Select Output from the Outlook bar on the left hand side.

2.     Select Print Run from the expanded selection.

The Report List Window will be displayed

1.     Select Management as the Report Category.

2.     Select Annual Federation from the list of Reports and click on Next.

1.     Enter Start and End Dates on the second report list window

2.     Click on Print

A filtered charge report will give you a list of all the current charges set up in BACASNG

Select Output from the Outlook bar on the left hand side.

Select Print Run from the expanded selection.

The Report List Window will be displayed.

1.     Select Accounting as the Report Category.

2.     Select Account Charges Filtered from the list of Reports and click on Next. (The report might also be listed as Set up Charges Filtered or Charges Filtered)

3.     Enter Today's date on the second report list window

4.     Click on Print

1.     Select Output from the Outlook bar on the left hand side.

2.     Select Print Run from the expanded selection.

The Report List Window will be displayed.

Select Accounting as the Report Category.

Select Invoice Checklist from the list of Reports. (The report might be listed under a slightly different name)

Click on Next.

Enter the Start Date for the financial period

Enter End Date for the financial period

Tick Preview (if display to screen is required)

Click the Print button

Select Output from the Outlook bar on the left hand side.

Select Print Run from the expanded selection.

The Report List Window will be displayed.

Select Accounting as the Report Category.

A list of accounting reports set up on your system will be displayed

Select required report from the list of Reports. Click on Next.

The information you are required to enter at the next stage will vary depending on the report selected. Below is an example of a report that requires dates for a financial period. (Other reports may require you to enter a first and last invoice or receipt number for the period.)

1.     Enter the Start Date for the financial period

2.     Enter End Date for the financial period

3.     Tick Preview (if display to screen is required)

4.     Click the Print button

Select Output from the Outlook bar on the left hand side.

Select Print Run from the expanded selection

The Report List Window will be displayed

Select Register as the Report Category.

A list of registers set up on your system will be displayed.

Select the Register required from the list of Reports and click on Next.

Enter the Start Date for the financial period

Enter End Date for the financial period

Tick Preview (if display to screen is required)

Click the Print button

1.     Select Output from the Outlook bar on the left hand side.

2.     Select Print Run from the expanded selection.

The Report List Window will be displayed

1.     Select Invoice-Reprint as the Report Category.

2.     Select Invoices Reprint (Range) from the list of Reports and click on Next. (The report might be listed under a slightly different name)

3.     Enter first and last invoice summary number of the range of invoices to be reprinted on the next window

4.     Click on Print