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#53418 - 04/21/17 02:39 PM Launch Financial Reporter without a blank sheet?
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
Hi!
Is there a way that I just can't see, of launching the Financial Reporter without it spawning a blank GL!Report1 ? It drives me crazy that I have to say 'no' to the question 'do you want to save the changes to GL!Report1' every time I exit...
Thanks!

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#53419 - 04/21/17 03:11 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
You can place the name of an existing financial statement on the command line (shortcut) that launches the financial reporter and have it open instead.

Does that solve the problem?
_________________________
Andrew Bates

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#53420 - 04/21/17 03:28 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
not quite... for that to be a fix it presupposes that there's a report I always open when I go into the Financial Reporter and it also (if I understand what you are saying) assumes I use a desktop shortcut to get into when what I actually use is the icon on the toolbar in the GL.
If I did that and I was going into the Financial Reporter to, say, print my tax return, then I would still be stuck saying that I didn't want to save the changes in the Income Statement if that was the one I'd picked as the default opener.

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#53421 - 04/21/17 03:41 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
What version are you running? It doesn't ask me about saving GL!Report1 when I haven't made any changes to it (which would include just pressing "Enter" in a cell).
_________________________
Andrew Bates

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#53423 - 04/23/17 07:05 AM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4446
Loc: Wynnewood, PA
The "save" question is a red herring - the real issue is that it's just plain annoying that it even opens up GL!Report1 by default. It gets in the way and I've never had a client use that spec.

What the program should do is default to the File | Open option and let you immediately browse for a spec. That's what users do about 99% of the time anyway when they open FR.

Steve

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#53424 - 04/23/17 09:35 AM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
Hi Steve,

I hardly ever use the File | Open option, but instead select a specification from the previously opened list. If we automatically launch the File | Open dialog, this would have to be closed before the File menu could be opened to select a previous entry.

Perhaps it might be preferable to open the File drop down menu so the user could select Open or one of the saved statements? Or under View | Customize | Settings add an "On startup do..." setting with the options:
  • Nothing.
  • Open browse
  • Open previous
  • Statement group print
All comments welcome.
_________________________
Andrew Bates

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#53425 - 04/23/17 09:54 AM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4446
Loc: Wynnewood, PA
I like either of those choices, although I think the former is more intuitive.

I have trained my clients not to select from the previously opened list because without a path there is no guarantee that they are picking the correct spec, and when they get a new workstation the list is lost, which generates a support call every time.

Steve

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#53432 - 04/24/17 11:49 AM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
I don't think you need to automatically launch anything... I think if it just opened the reporter with nothing open then you can click the File button and then select Open or New, or select from the recently used list depending on what you want.
This would require no redundant steps and would still eliminate having to answer the 'save changes' question about a sheet you didn't want in the first place.

Slight threadjack... I totally agree with Steve about the recent items on the drop down list... If you're the only user and therefore know that the names on the drop down are there because you opened the ones with the correct path then great, but otherwise, going 'Open' and selecting the right one is the safe route...

Andrew, GL version 9.2B (170218) Reporter version 2.1.7.2453


Edited by Hugh (04/24/17 11:52 AM)

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#53434 - 04/24/17 12:03 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
Does everyone know that the full path name of the previously opened file is display in the lower left hand corner of the Status bar in the financial reporter when the cursor hovers over the name?

Doesn't that show what file you are about to open?

Also, the "Previously opened" list is stored by user and company. I'm not sure why there would be any confusion.

Hugh, there has been a Hot Fix to Ledger (170320) that included an Update to the Financial Reporter. That might explain why you are being asked about saving GL!Report1 and I am not.
_________________________
Andrew Bates

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#53436 - 04/24/17 12:42 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4446
Loc: Wynnewood, PA
Hi Andrew

I never knew about the full path being displayed if you hover, it's not exactly intuitive. But it's useful to know.

As for why the "save" question comes up for Hugh and not for you, it happens if you (accidentally) do something on Report1 before you click on File.

Steve

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#53437 - 04/24/17 12:59 PM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
The company path and data selector are displayed in the same place when you hover over the company name on the status bar of an Adagio module. All Adagio modules describe every menu choice you are about to make in that space. Perhaps you've never noticed that area of the screen changing?

What would be "intuitive"?
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Andrew Bates

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#53438 - 04/24/17 01:06 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
how do I get the 'hotfix'?

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#53440 - 04/24/17 01:23 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
Contact your Reseller - although it doesn't appear that you have any need for it.
_________________________
Andrew Bates

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#53442 - 04/24/17 01:52 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4446
Loc: Wynnewood, PA
Intuitive would be if a bubble popped up.

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#53443 - 04/24/17 01:57 PM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
OK - I've already asked if it could be shown in a Tool Tip as well.

Thanks.

PS - I've also recorded a note to store the Most Recent list with the data, rather than in the Registry, so that it will still appear when the user gets a new workstation. I have to say that I'm surprised that changes to this menu result in a tech support call when a new workstation is installed.


Edited by Andrew Bates (04/24/17 03:04 PM)
Edit Reason: Added comment about Most Recent List
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Andrew Bates

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#53444 - 04/24/17 01:58 PM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
My reseller charges me a million dollars to do anything. this seems more like a 'warranty' item?
Why do you say I don't appear to need it?

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#53445 - 04/24/17 02:06 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
Hot Fixes are issued to fix specific items identified by clients for which there are no reasonable workarounds. They are not rigorously tested, so are not generally available.

They are incorporated into a Service Pack once the list gets long or as part of the normal maintenance for a module.

Steve Schwartz said that the financial reporter only asks about saving GL!Report1 if you actually make a change to it (which I would consider desirable behaviour). If you immediately select File | Open and work on another sheet, then the financial reporter closes GL!Report1 without complaint.

I'm assuming that "a million dollars" is an exaggeration. smile
_________________________
Andrew Bates

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#53448 - 04/24/17 03:09 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Steve Schwartz Offline
Adagio God

Registered: 03/10/02
Posts: 4446
Loc: Wynnewood, PA
Hi Andrew

You don't deal with everyday users. I think you would be surprised at a lot of the support calls we consultants get. I shield Softrak from about 99% of them.

Steve

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#53449 - 04/24/17 03:12 PM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
It's how you earn your living! Apparently some Resellers can charge a million dollars for the service. wink
_________________________
Andrew Bates

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#53453 - 04/24/17 04:18 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
Got it... makes some sense, although just so you know... if I open the financial reporter and then do absolutely nothing other than click the X to close it, it still asks if I want to save the changes, so on my unfixed version at least it queries me to answer the question without so much as a carriage return on my part.

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#53454 - 04/24/17 04:19 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
Might be somewhat less than a mil... but still, paying for bug fixes is against my religion smile

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#53455 - 04/24/17 04:32 PM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
Well, you're not paying for the bug to be fixed, you're paying for the consultant time to assist you in downloading and installing the fix, and answering any questions you have about the fix, and perhaps verifying that the problem has indeed been fixed to your satisfaction. Perhaps you don't need any of that. I'd be surprised if your consultant would charge you for just providing an email link to the Hot Fix for download. Everything beyond that is likely to be billable. It's how they pay their rent!

Technically, this isn't a bug fix though - it's a change in behaviour.
_________________________
Andrew Bates

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#53481 - 04/26/17 08:44 AM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
Retired_Guy Offline
Adagio Master

Registered: 03/16/99
Posts: 10493
Loc: Canada
The next Upgrade to the Financial Reporter will store the Most Recently Accessed lists with the data rather than the Registry, so they will not disappear when a new workstation is installed. Most Recently Accessed lists are stored by Company by User, so the list should be a consistent experience for the user.

The full path name (or as much as will fit) will be displayed in the menu.
_________________________
Andrew Bates

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#54214 - 07/06/17 03:19 PM Re: Launch Financial Reporter without a blank sheet? [Re: Retired_Guy]
Hugh Offline
Adagio Maven

Registered: 09/25/13
Posts: 182
Loc: Victoria, BC Canada
just installed! works beautifully... thanks Andrew!

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#54359 - 07/18/17 03:40 AM Re: Launch Financial Reporter without a blank sheet? [Re: Hugh]
Ava Offline
Stranger

Registered: 01/06/17
Posts: 1
Loc: CA
It didn't ask me so, no idea!
anyway which version sure you using so i sure that why it happens
_________________________
support Ex

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#54898 - 09/09/17 10:32 PM Re: Launch Financial Reporter without a blank sheet? [Re: Steve Schwartz]
espinas Offline
Stranger

Registered: 09/07/17
Posts: 1
Loc: espinas
how do I get the 'hotfix'?



Edited by espinas (09/09/17 10:32 PM)
_________________________
my blog:espinas web

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#54907 - 09/11/17 09:34 AM Re: Launch Financial Reporter without a blank sheet? [Re: espinas]
Douglas Dickie Offline
Adagio God

Registered: 06/02/99
Posts: 4322
Loc: Vancouver, BC
Contact your Adagio dealer. They can provide and assist with installing all Hot Fixes.
_________________________
Douglas Dickie
AccSys Solutions Inc
Phone: 1.888.534.4344
ddickie@accsyssolutions.com

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