Wiki source code of Pulling up a Report Preview

Last modified by Peytience S on 2023/10/31 15:34

Show last authors
1 **Question: **When I click on **Preview Report** it just flashes. How do I pull up the report?
2
3 **Answer: **There could be a couple of different issues.
4
5
6 **Follow the instructions below:**
7
8 * First with the payroll program closed, open your hard drive and go into your **"Applications"** folder.
9 * Go into the **Aatrix Top Pay/Ultimate/Paycheck** program folder. 
10 ** If there is no **Aatrix Form Viewer** application in the folder, you will need to contact support at **701-746-6017 **or by email at [[support@aatrix.com>>mailto:support@aatrix.com]] for assistance.
11
12 [[image:https://www.aatrix.com/files/2414/2361/4367/Pulling_up_a_Report_Preview_01.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="377" width="679"]]
13
14
15 * If there is an **Aatrix Form Viewer** in your program folder in Applications, then go to your **"Documents"** folder.
16 * Go into the **Aatrix Top Pay/Ultimate/Paycheck** folder located there.
17 * Go into the **"Defaults ƒ"** folder.
18 * Trash / delete the **"Pay Defaults"** file.
19
20 [[image:https://www.aatrix.com/files/2114/2361/4368/Pulling_up_a_Report_Preview_02.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="361" width="679"]]
21
22 * Open your payroll program, it will open a bit differently as the** "Pay Defaults"** file is rebuilt.
23 * Enter your name and then the company name and click **"OK". **This will only personalize one screen of the payroll program as it opens.
24
25 [[image:https://www.aatrix.com/files/6314/3836/4077/Pulling_up_a_Report_Preview_03_NEW.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="524" width="601"]]
26
27 * Accept the** License Agreement.**
28 * When asked to register click **"Yes"** and then just close the web page.
29
30 [[image:https://www.aatrix.com/files/6814/2361/4370/Pulling_up_a_Report_Preview_04.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="218" width="518"]]
31
32 * At the **Company Selection** window, select your company and click **"Continue".**
33 * You will be prompted for a password. Enter the **default password** which is **"password"**.
34
35 [[image:https://www.aatrix.com/files/4814/2361/4371/Pulling_up_a_Report_Preview_05.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="184" width="424"]]
36
37 * Once the program is open, go to the **"Aatrix"** menu in the upper left corner and select **"Preferences"**.
38
39 [[image:https://www.aatrix.com/files/9714/3836/4089/Pulling_up_a_Report_Preview_06_NEW.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="363" width="679"]]
40
41 * Check the box **"Disable Payment History window on Startup".**
42 * Check the box **"Disable Automatic Help display".**
43 * Click on the **"Security"** tab across the top of the window.
44
45 [[image:https://www.aatrix.com/files/8814/2361/4373/Pulling_up_a_Report_Preview_07.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="528" width="649"]]
46
47 * Check the box **"Password protect this program".**
48 ** While not required, due to the sensitive nature of the information stored in the payroll program you might want to **set a password**, or, if there is more than one user of the computer.
49 ** To set a password, check the box and enter the password on all three (3) levels and click **"OK".**
50
51 [[image:https://www.aatrix.com/files/9514/2361/4374/Pulling_up_a_Report_Preview_08.png||alt="FAQ: When I click on Preview Report it just flashes. How do I pull up the report?" height="516" width="636"]]
52
53 * Go to the **"Reports Plus"** screen and process the report.
54
55 ----
56
57 == Related Pages: ==
58
59 === [[Monthly Schedule Depositor Box on Form 941>>doc:Mac.Processing Reports ».Print & Mail Reports.Monthly Schedule Depositor Box on Form 941.WebHome]] ===
60
61 FAQ: I am required to deposit my 941 taxes monthly. Why can’t I check the Monthly Schedule Depositor box on page 2 line 14 of the 941 Form?
62
63
64 === [[Printed Form Format>>doc:Mac.Processing Reports ».Print & Mail Reports.Printed Form Format.WebHome]] ===
65
66 FAQ: Why do my state forms print only the information and not the form?
67
68
69 === [[Showing Federal EIN and State ID's on Print & Mail Reports>>doc:Mac.Processing Reports ».Print & Mail Reports.Showing Federal EIN and State ID's on Print & Mail Reports.WebHome]] ===
70
71 FAQ: How do I get my Federal EIN and State ID's to pull in on Print & Mail Reports?
72
73
74 === [[eFiling Federal / State Forms>>doc:Mac.Processing Reports ».Print & Mail Reports.eFiling Federal State Forms.WebHome]] ===
75
76 Learn more about eFiling Federal or State Forms.
77
78
79 === [[Basic Steps for Processing and Printing Forms>>doc:Mac.Processing Reports ».Print & Mail Reports.Basic Steps for Processing and Printing Forms.WebHome]] ===
80
81 Read our step-by-step guide on processing and printing forms by using 941 as an example.