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:

Users 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, use NotePad to open the file \ASC\ASC.INI. Find the section [ASC] and add one of the lines listed below in that section.

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