There are 3 types of reports in Centerbase. Basic, Custom, and System.
System reports are the reports that usually come standard with your databases, such as the Aged A/R, TimeKeeper Analysis, Time Entries Report and More. Sometimes these are deleted in error, or removed due to not needing them, but then you want them back at some point. These reports cannot be downloaded from the support site. However, they can easily be set up within your system settings.
To add a system report, navigate to your Reports Manager and choose Reports from the options available.
Once here you will have the option of choosing existing reports or adding a new report.
Choose New Report (not Import Report) and you will be taken to the report configuration page. Here you will choose a Name for the report, select what Parent Tab you want the report under, and you will need to select the radial button of System for Report Type.
System Reports will need an Action Key. The below chart shows the Report available and its corresponding Action Key.
*You can choose an alignment for the report. It defaults to None.
|Report Name||Action Key|
|Time Entries Report||cbTimeEntriesReportView|
|Production and Origination||cbRevenueAndCommissionsView|
|Profit & Loss Report||cbAccountingPAndLReport|
Once you have entered all the required information, you can choose Save and the report will now show up under the tab you selected.