Accredo App Reports

You can add any Accredo or Custom reports available in Accredo to your Accredo Apps.

To access reports in an Accredo App, add the required reports to a tab in the Accredo Navigator named Mobile Apps. This tab will need to be created if it does not already exist.

We recommend setting permissions for the shortcuts entered in this tab, so that only App Users and users maintaining the app reports have access to these shortcuts. You may want to create Roles to assist with creating permissions.

Setup Instructions

To add reports to the app, you will need to:

1. Create a script to run a report.
2. Create a shortcut to link to the script.

Script to run report

Write a script to produce the report. See the Sample Report Script, which produces the AR Aged Trial Balance Report. If a Salesperson is passed in a ScriptArgs, the report is run for the salesperson.

You can write your own script to produce a report, or take the Sample Report Script and modify it to run your report. Save your script in the Scripts folder.

Shortcut to Report Script

1. Go to Accredo > Shortcut > Add Shortcut, or click Add Shortcut on the global toolbar.
2. Set the Shortcut Type to Script.
3. Set the Script Name to the script you saved in the Scripts folder.
4. Unselect Available on Toolbar.
5. Select Available in Navigator.
6. In the Tab Name, enter Mobile Apps. If you already have a Mobile Apps tab, you can select it, otherwise you will need to type it.
7. In the Action Name, enter App Name\Report Name, for example, Accredo Sales\Aged Trial Balance. This will show the report on the Home screen of the Accredo Sales App.

The Sales App will use the PlayScript web service endpoint to run the scripts set up in the Accredo Sales folder in the Mobile Apps navigator tab.

Customer and Product Reports

You can write scripts to run reports that apply to an individual Customer or Product. Use the ScriptArgs function to pass the Customer or Product code into the report. If ScriptArgs are passed in the script, the first ScriptArgs is the Salesperson Code, and the second ScriptArgs is the Customer or Product Code.

For report relating to an individual Customer, in the shortcut Action Name, enter App Name\Customers\Report Name, for example, Accredo Sales\Customers\Customer Statement. This will show the report on the Customer screen in the Sales App.

For report relating to an individual Product, in the shortcut Action Name, enter App Name\Products\Report Name, for example, Accredo Sales\Products\13 Period Sales. This will show the report on the Product screen in the Sales App.