Home > Creating Reports and Graphs > Working with Report Groups > Adding an External Report

Adding an External Report

Brass Jacks Bookkeeper can open a report that you’ve created using another program. To use an external report, add it to a report group and then select to view it in the Report Manager dialog box. The report opens in the specified application.

To help you find external reports, they’re listed in bold text.

To add an external report:

1. Choose Reports > Report Groups, or click Manage Report Groups in the Report Manager dialog box.
2. In the Report Group Maintenance dialog box, click the Add button in the External Reports area.
3. In the Custom Report Definition dialog box, type a name for the report in the Report Name box.
4. Click Browse to the right of the Location box.
5. In the Custom Report Location dialog box, locate and select the report file.
6. Click Open to show the path in the Location box.
7. Click Browse to the right of the Associated Application box.
8. In the Custom Report Associated Program dialog box, locate and select the program that you used to create the report.
9. Click Open to show the path in the Associated Application box.
10. Click OK to add the external report to the All Reports list in the Report Group Maintenance dialog box.
11. After adding an external report, add it to a report group to make it available in Brass Jacks Bookkeeper. (See Maintaining Report Groups.)

To change the name of an external report or update the path information, select the report in the All Reports list and then click Modify.

To delete an external report, select the report in the All Reports list and then click Remove. Then click Yes to confirm.