WealthWell Solution CompanyReport System Wiki Live demo

Administration

Settings

Link AutoCount account books, create the read-only SQL login, change the logo and menu, and keep the system fair under load.

Account books

Linked account books, and the form to link another.
Linked account books, and the form to link another.
  1. Enter the SQL Server (usually the AutoCount server PC name) and instance (AutoCount's is usually A2006), or a TCP port.
  2. Enter the SQL login the reports use, then Test connection and find account books.
  3. Pick the account book from the list, give it a display name, and Save account book.
  • + Link another account book adds more companies. People choose one at sign-in and can switch in the menu.
  • Make default sets the book chosen at sign-in; Remove unlinks one (the last one cannot be removed).
  • AutoCount version: leave on Detect automatically, or mark an older book as 1.x (it has no Main Supplier).

The read-only login

Create / reset read-only login uses a SQL administrator login (such as sa) once, to create a login such as report_reader that can only read the account books. If it already exists, its password is reset and it is re-linked. The administrator password is not stored.

Important
SQL Server must allow SQL logins ("SQL Server and Windows Authentication mode") with TCP/IP enabled. If the database cannot be reached, a browser on the server PC opens Settings directly so the connection can be fixed.
Upload the company logo and set its size.
Upload the company logo and set its size.

Upload a PNG or JPG (a wide logo looks best). It appears at the top of the menu and on the sign-in page. Logo size sets how tall it may be.

Arrange menu at the bottom of the menu lets you move reports up and down (▲ ▼ or drag). Click Done; the order is the same for everyone.

Arranging the menu.
Arranging the menu.

Performance & sharing

These settings keep the system fair when many people use it at once. AutoCount uses the same SQL Server, so they also protect the counters.

Performance & sharing settings.
Performance & sharing settings.
SettingDefaultWhat it does
Reports at the same time4How many big reports run on the SQL Server at once, for everyone together. Others wait their turn.
Time limit per report120 sA report running longer is stopped and the person is asked to narrow the filters.
Longest wait in line120 sAfter this the person is told the server is busy.
Most rows in one report20,000Caps very large listings.
Keep pick lists for5 minGroups, locations, item types and suppliers are reused instead of read every time.
Tabs per person15Untick Allow several tabs for one tab only.

Each person runs one big report at a time; their next one waits while other people's go first, taking turns. Closing a page stops its report and frees its place. A waiting person sees "Waiting for the server — N reports ahead of you".

WealthWell Solution Report System® · © WealthWell Solution Company. Screenshots show the demo with fictitious sample data. AutoCount is a product of its respective owner; this system is not made or endorsed by them.