The Tools menu provides infrequently used functions. These functions are:

  • Change Password: this function allows you to change your password.

  • Maintain Users and Groups: this function is used by an administrator to add, edit, or delete users authorized to access Reporting4Act! and define what groups each user belongs to. Groups are an essential part of the security system in Reporting4Act!.

  • Display Logged in Users: this function displays a list of those users currently logged into Reporting4Act!. This function is only available for Administrator users.

  • License Manager: this function is used by an administrator to manage Reporting4Act! licenses.

  • Convert Report to New Provider: this function attempts to convert a report written in the Act! 2005-2009 data provider into one using the Act! 2010+ provider. See the Understanding Act! Data Providers and Versions topic for details.

  • Create/Update Act! Group: creates or updates a group in Act!

    Only quick reports and label reports can be used to create groups in Act!.

    This option is not available for Browse-only Act! users.

  • Add Reporting4Act! to Act! menu: this function adds an item to the Tools menu in Act!, so that Reporting4Act! can be launched directly from there.

  • Add Selected Report to Act! menu: this function allows you to add an item for a specific Reporting4Act! report to the Act! menu. There are several options for how the report will be run; details are in the Adding Items to the Act! Menus topic.

  • Schedule Report: this function allows you to schedule the selected report so it runs automatically at a particular time.

    The scheduler is not available if you are running Reporting4Act! on Citrix, you are not an advanced user, or you do not have an Ultimate license.

  • Scheduled Tasks: this function displays the Scheduled Tasks dialog, which allows you to display the status of your scheduled reports, including last run date and result, and edit or delete schedules.

    This function is not available if you are running Reporting4Act! on Citrix or if you do not have an Ultimate license.

  • Template Editor: this function allows you to create, edit, delete, import, and export report templates.

    This function is only available if you have a Premium or Ultimate license.

  • Formulas: this function brings up the Formulas dialog.

    This function is only available if you have a Pro, Premium, or Ultimate license.

  • Import Email Addresses: use this function to import email addresses from other applications such as Microsoft Outlook for use when emailing reports.

  • Check New or Updated Sample Reports: this function, which only appears if sample reports are available, identifies sample reports that don't appear in the Reports Explorer or have been updated from the ones you have and allows you to select which ones to import.

  • Usage Reporting: Reporting4Act! keeps statistics on who ran what report when. This function, which is only available for Administrators and only if you haven't turned it off, allows you to create and run reports on the statistical data so, for example, you can determine which reports aren't used very often.

    This function is only available if you have an Ultimate license.

  • Find Reports: this function allows you to find reports using a variety of criteria.

  • Manage Other Data Sources: this function allows you to manage other data sources to report on.

    This function is only available if you have an Ultimate license and are an Administrator user.

  • Options: this allows you to configure Reporting4Act! so it works properly for you.


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