Set Consolidate Profile for Live Database
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(Available on version 1.5.35 onwards)
The following steps are needed before generate consolidate reports using Live Database.
Go to File > Consolidate Profile
Click on New to add a define a company (database) at a time,
Company Name: key in the name of company, you may use abbreviation or any name that is easy to recognize. This name will appear with a checkbox under 'Select Company' when generating reports.
Remark: key in a short remark if necessary. This is mainly used to differentiate one account book from another when their company name are the same. This name will appear under 'Select Company' when generating reports.
Display Name: key in the name that will be displayed as column header in the report.
Use Live Database: check this checkbox means when generating reports, the system will access directly to Live Database specified below and retrieve the latest data. Uncheck this checkbox means to generate reports using database that was exported from the account book earlier, in this case will click on Save & Load Database to load the exported file (of course before doing this, you need to login AutoCount Accounting and export the database of this account book). Also Refer to Set Consolidate Profile for Non-Live Database.
Live Database Server Name: this is applicable only when the checkbox of Use Live Database is checked. Click on Get Available Servers to select the Server Name where the database is stored.
Live Database User Name: this is applicable only when the checkbox of Use Live Database is checked. The user name 'sa' will be automatically filled.
Live Database Password: this is applicable only when the checkbox of Use Live Database is checked. If you have installed MSSQL using AutoCount installer, leave it blank as the 'sa' default password is 'understood' by the system. Else key in the 'sa' password that you have created.
Live Database Database Name: this is applicable only when the checkbox of Use Live Database is checked. Click on Get Default Databases to select the database of this company.
Save & Load Database: this is applicable only when the checkbox of Use Live Database is NOT checked. Refer to Set Consolidate Profile for Non-Live Database.
Repeat the same steps until you have defined all relevant companies in the profile.
to define the companies and their database that may be involved in this consolidated reports. Here you may involved several companies (let say 5 companies), however when generating reports, you may select all or less companies to be consolidated.
Send feedback about this topic to AutoCount. peter@autocountSoft.com
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