This article was created with the assistance of AI tools for research and drafting. It was reviewed, edited, and fact-checked by our human editorial team before publication.

Setting Up Company-Specific Reports

This chapter describes how to set up company-specific reports. The setup is divided into the following steps:

Basic Settings for Reports

This section describes the basic settings for reports recommended by us and how to save those settings. Proceed as follows to set these up:

  • Use the quick search (ALT+Q) to find the ForNAV Setup page.
  • Navigate to the Equipment DMS FastTab.
  • Use the Address Separator field to enter a character that is used to separate addresses. By default, the • character is used here.
  • Navigate to the Tax Setup FastTab.
  • In the VAT Report Type field, select Always from the dropdown menu.

You have successfully set up the basics.

Setting Up Report Header

This section describes how to set up the report header for a company-specific report.
We recommend using an image file with a resolution of 2000 x 400 pixels for the report header. To set up the report header, proceed as follows:

  • Use the quick search (ALT+Q) to find the ForNAV Setup page.
  • In the menu bar, click Actions > Equipment DMS > Header/Footer Picture.
  • Click View layout options on the right-hand side of the menu bar.
  • Select List.
  • To create a new header line, click New in the menu bar.
  • In the Position column, select Header.
  • Open the FactBox pane on the right-hand side (ALT+F2).
  • Click the Picture area heading.
  • Select Import.
  • Upload a picture for the header.
  • Optional In the Area column, select a specific area for the header picture.
  • Optional In the Responsibility Center Code column, select a specific responsibility center for the header picture.

Tip

You can also copy a header/footer picture from an existing header/footer line. Open the Header/Footer Picture page via the quick search (ALT+Q). Then, click Copy Pictures from in the relevant line to copy the picture from another header or footer line to this line.

You have successfully set up the report header. The picture you have uploaded is used in company-specific reports.

Tip

If your company operates internationally, you can store translations for report headers in different languages in our ERP solution. All relevant information can be found in the Setting up Report Header and Footer Translations section.

This section describes how to set up the report footer for a company-specific report.
We recommend using an image file with a resolution of 1650 x 170 pixels for the report footer. To set up the report footer, proceed as follows:

  • Use the quick search (ALT+Q) to find the ForNAV Setup page.
  • Click Actions > Equipment DMS > Header/Footer Picture in the menu bar.
  • Click View layout options on the right-hand side of the menu bar.
  • Select List.
  • Click New in the menu bar.
  • In the Position column, select Footer.
  • Open the FactBox pane on the right-hand side (ALT+F2).
  • Click the Picture area heading.
  • Select Import.
  • Upload a picture for the footer.
  • Optional In the Area column, select a specific area for the footer picture.
  • Optional In the Responsibility Center Code column, select a specific responsibility center for the footer picture.

Tip

You can also copy a header/footer picture from an existing header/footer line. Open the Header/Footer Picture page via the quick search (ALT+Q). Then, click Copy Pictures from in the relevant line to copy the picture from another header or footer line to this line.

You have successfully set up the report footer. The picture you have uploaded is used in company-specific reports.

Tip

If your company operates internationally, you can store translations for report footers in different languages in our ERP solution. All relevant information can be found in the Setting up Report Header and Footer Translations section.

Replacing Standard Reports with Company-Specific Reports

This section describes how to replace standard reports with company-specific reports. Before you continue, you have to carry out the Basic Settings for Reports and set up a header as well as a footer.

To replace all standard reports with company-specific reports, proceed as follows:

  • Use the quick search (ALT+Q) to find the ForNAV Setup page.
  • Click Actions > Equipment DMS > Replace Standard Reports in the menu bar.
  • A dialog window opens asking whether you want to replace the current reports with the Aptean Equipment DMS reports.
  • To confirm the process, click Yes.

Provided that you have set up a header/footer for the reports, all standard reports are replaced by company-specific reports.