AP Aged Trial Balance – view information about AP Aged Trial Balance based on the criteria you select.
You can select additional fields by right-clicking into the column header in the lower panel and selecting Column Chooser.
AP Open Invoice – view information about all open invoices based on the criteria you select.
You can select additional fields by right-clicking into the column header in the lower panel and selecting Column Chooser.
Ad-Vantage tracks every change made in the system, who made it, and when the change was made. File Maintenance/Audit History is where you will be able to run an Audit History interactive view to research the changes.
These interactive views work just like the other interactive views in the system aside from the fact that any changes to Ad-Vantage are highlighted in blue. Below is a sample of all the Audit History interactive views
Ad-Vantage has a powerful and flexible reporting section that allows its users to use the same tools for filtering that the Interactive Views use. The reports are broken down by specific functions within Ad-Vantage.
Interactive Views are highly configurable data screens that allow you to sort, group, and output the information according to your unique needs. By using interactive views, you can easily and quickly build and manipulate the view to display information in exactly the way you need it. Below is a list of the standard Interactive Views in Ad-Vantage.
Print Preview in Ad-Vantage is a powerful tool that provides many options for printing, saving and sending documents.
The Print Preview Toolbar can be customized to suit the user. Below are the default toolbar functions.
The Thumbnails view allows you to see the pages in the preview and provides an easier way of selecting a page to view, print or save.
If there are columns in the data grid that you do not need on the report, left click and move the column down until an X shows on the screen, then the column will be removed from the data grid
Use the Open a document tool to view a saved document in the native format .prnx files.
Save the the document in the native format .prnx file.
The Print function opens your printing options screen, which allows you to choose your printer and options for printing.
The Quick Print sends the document to your default printer using the default settings for the printer.
Page Setup gives you the options to change the layout of your document paper size, orientation, and margins.
Use the Scale function to scale the data in the document. You can adjust it by percentage or you can Fit to the page or pages. Note that it stays within the confines of the margins.
Use the hand tool to adjust the margins on the page manually. Hold the hand on the margin line and it will allow you to move the margin lines in either direction.
When selected, the Magnifier lets you click the document and it will enlarge one size.
The Zoom Tool increases/decreases the viewing size of the document
The Navigation Arrows are used to scroll through pages of the document being viewed.
Multiple Pages allows you to select multiple pages to view on the screen at a time.
Use the Color Background to change the background color of the document.
The Watermark tool lets you add either a text or image watermark on the document.
The Export tool allows you to export and save the document in various file formats:
There are settings for each of these formats that will be covered below under File Format Options.
Send via Email utilizes the same file formats that are offered above in the Export file options.
PDF File Format Options
MHT File Format Options
RTF File Format Options
DOCX File Format Options
XLS File Format Options
XLSX File Format Options
CSV File Format Options
TEXT File Format Options
IMAGE File Format Options
Used to exit Print Preview.
Use the Add or Remove Buttons/Toolbar to select or deselect the functions on the toolbar.
Toolbar Customization
Use to remove/add the Toolbar or Status Bar in print preview
Commands Customization
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Options Customization
This tab is where you set the options for the print preview and reset your usage data.
The bottom section of the Interactive View screen is the Data Grid. It is where the results of your filtering are displayed. There are many functions, features and filters that can be applied in this area.
The area above the grid in the shaded area is where you can select a column or columns to sort the data grid. To select a column to group by, left click on the column header and drag it to the grouping area. Or you can right click on the data grid header and select Group By This Column in the drop-down tool bar.
You can also move the columns around for a more efficient data grid view. Do this by left clicking on the column header and dragging it to a different location in the column header area.
If there are columns in the data grid that you do not need on the report, left click and move the column down until an X shows on the screen, then the column will be removed from the data grid
(Can’t do at this time, I need a View that has columns with numbers in it. which are currently broken)
You can right click on the column header for the header tool bar and select either Sort Ascending or Sort Descending to set the Sort Columns order.
This will clear all the sorting that has occurred in the data grid.
To add a column that is available for the data grid, right click on the grid header and select Column Chooser, then select the column that you want to add and drag it to the place where you want the new column.
Use this data filtering to filter the data grid by data within a certain column. Left click on the little filter image on the column header and then select the data you wish to select to filter.
Right click on the column header for the header toolbar and select Best Fit and the system will fit the column in the data grid
Right click on the column header for the header toolbar and select Best Fit (all columns). The system will attempt to best fit all columns in the data grid.
The Filter Editor is a more precise method of filtering the data in the selected column. It works just like the filter section above only with the data specific to the column that you have selected.
This opens the Find panel for the data grid. You can use it to search for anything within the data grid.
Show Auto Filter Row adds a filtering tool at the top of the columns of the data grid. The default filter type is “contains,” but you can click the contains icon to change it.
Show Footer displays the current data filters in the data grid. You can also click on the data filters in the footer to edit or delete the data filters.
Select the Edit Filter in the footer to edit the selected filter that is showing in the Footer. When selected, the Filter Editor box will displayed with the current filter, allowing you to edit that specific filter.
Primary Query Filter – You can use the Apply Filter function from interactive views and report pick screens to build a condition to filter the generated view or report.
Each option within the condition appears as a different color to help distinguish it from the other options, Black Text [Blue Text] Green Text.
The instructions below illustrate how quickly and easily you can build a condition.
Select how you want to group or filter your values by selecting one of the following options. You can combine these groups and filters.
Select the + then select the filtering criteria. Each interactive view or report will have its own set of criteria based on the subject of the view or report. For example, Agency Name.
Now select how you are going to filter for Agency Names and then enter a value for the filter
Now the view or report will return only the data that is for the Agency BNC Advertising Specialists.
Interactive Views are highly configurable data screens that allow you to sort, group, and output the information according to your unique needs. By using interactive views, you can easily and quickly build and manipulate the view to display information in exactly the way you need it.
These are general views that will give you information on your company status.
These views are relative to the Code Maintenance area. They give you information related to the code information within the system.
These views are relative to the File Maintenance area. They give you information related to the data file information within the system.