Besides the many reports that are included with MC Trade, you can also create and store your own Custom Reports. There are several benefits to doing this:
- If you save the Report with the same file name as an MC Trade Stock Report, your version will run when you select the Stock Report from the Reports Menu.
- Uploaded Custom Reports are preserved on the MC Trade server, so you don't have to store them locally.
- If other users in your Office Download Latest Report, they will have the custom version, as well
Follow these steps to Upload a Custom Report to the MC Trade Report Menu:
- Create the report you want to upload. It must be a Crystal Report .rpt file.
- Go to Reports > Upload Custom Report. The Upload Report window will open.
- Click the ... button to browse to your report.
- Enter any identifying information you want in the Upload Report window.
- Click Upload.
Once Uploaded, Custom Reports are available two ways:
- by going to Reports > Custom Reports and selecting the report from the Custom Reports Folder
- by navigating to the Report Menu of the Stock Report that shares the same file name with your Custom Report
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This feature is included or available for purchase with the following MC Trade packages.
