FAQ 891: PDF File Naming - How to set

Problem: How do I set the PDF file name for the reports created in ASC (e.g. Valuation or Compliance reports)?

Solution: Clients have flexibility in specifying the format of the print file name used when creating PDF files under vsReports (Reports-Valuation and Employee Statements) and vsCompliance (Reports-Compliance). The current default format of the report name is "ID_Report_Plan", meaning there is a Plan ID (D121234) followed by the Report Name (ADPTest) followed by the Plan Name. To activate one of these alternate report formats, request that your IT staff contact ASC for the instructions to configure your file names at the system level. The choices will be: Use this entry to name the reports like this: ADPTest_PlanNameInc. ReportDocNameFmt= Report_Plan Use this entry to name the reports like this: PlanNameInc_ADPTest. ReportDocNameFmt= Plan _Report Use this entry to name the reports like this: ClientNo_ADPTest_PlanNameInc. ReportDocNameFmt= ClientID_Report_Plan Use this entry to name the reports like this: Memo_ADPTest ReportDocNameFmt= Memo_Report Use this entry to name the reports like this: ClientNo_ADPTest ReportDocNameFmt= ClientID_Report Use this entry to name the reports like this: ClientNo_ADPTest_PYE ReportDocNameFmt= ClientID_Report_ValDate