One of the highly-valued features that is a Pontem Software product standard is the ability for users to customize the Reports Tab for each Primary Task.
When Pontem software applications are newly-installed some Report Tabs will have a few default reports selected; others will have no reports assigned.
This document will describe how to configure your Pontem software’s ‘System Preferences’ to define a list of user-selected reports that will be easily accessible for your use via the Reports Tab.
Select Edit | Adjust System Preferences | Reports
Click the “Type of Assignment” drop-down menu and select ‘Primary Tasks.’
Next, click on the ‘Where to Assign’ drop-down menu from the middle of the window and choose the task with which you would like to associate a desired report.
Select the desired report from the top window labeled ‘Select A Report.’
REMINDER: In this example, we will be assigning the ‘Tax Bill Statistics Report’ which can be found in Pontem’s Tax Administration Software Suite to the Reports Tab. The same procedure can be used to customize Report Tabs in any and all other Pontem software products.
Just select and assign the particular report you wish to easily access via the Reports Tab in your own Pontem software product.
In the ‘Select a Report’ window, the screen displays a “tree view” of available report nodes. Each node contains folders which contain multiple reports.
By clicking on the ‘+’ next to a node, you will display all of the available reports in each node. You can tell when a node is open because there is a minus sign next to it on the left.
Click the Assign button located in the middle of the window to add the
report to the bottom window labeled ‘Assigned to Tax Bills and Collections.’
Click the OK button to save your settings.
Next, choose a Primary Task.
Select the ‘Reports Tab’ to view a list of your custom-assigned reports.
You have now completed associating a report with a Primary Task in your Pontem software.
Associating Reports to the Print Button
It is also possible to associate a report to the Print button within your Pontem software. To do so, select Forms and Reports Buttons’ from the ‘Type of Assignment’ drop-down menu.
Next, click the ‘Where to Assign’ drop-down menu from the middle of the window and choose the task with which you would like to associate the Print’ button.
NOTE: If you would like to avoid seeing a print preview of your report/bill when you print it, check the ‘Print Directly to the Printer’ box.
Next, select the desired report from the top window labeled ‘Select a Report.’
Click the Assign button located in the middle of the window to add the report to the bottom window labeled ‘Assigned to Print Receipts.’
Finally, click the OK button to save your settings.
Congratulations! You have just completed customizing your Reports Tab by associating a report with the Print button from within your Pontem software.
To review, in this example, we assigned to Print button on the ‘Tax Receipt’ Primary Task to facilitate printing of the selected receipt directly to the printer. The screen below illustrates how the newly-assigned receipt will now appear in the Reports Tab once you have finished.