Updating Values in a Grid Report

Some grid reports include adjustable values at the top of the file. These allow you to customize the report without changing the rest of the logic.

These values might be:

• A number (like a billing day or fee)
• An ID or GUID
• A date or other setting used by the report

Step 1: Open the Report File

After downloading the report file, open it using a basic text editor such as Notepad.

You do not need any special software.

Step 2: Find the Adjustable Values

At the very top of the file, look for lines that start with:

"SET @..."

Each line defines a value used by the report.

Examples:

• @billing_day
• @freeze_fee
• @product_id

Step 3: Update the Values

Change only the value after := to match your facility.

Example

Before:

• @billing_day := 1
• @freeze_fee := 8.00

After:

• @billing_day := 10
• @freeze_fee := 15.00

Depending on the report, you might replace:

• A number → 10 
• A dollar amount → 15.00
• An ID or GUID → 12345 or abc-123-xyz 

Step 4: Save the File

Once you’ve made your changes:

• Click File → Save
• Close the file

Step 5: Import the Report

Upload the updated file into your system as you normally would.

No additional changes are needed.

See: Importing a Grid Report

Common Mistakes

Changing more than just the value
Only update what comes after :=. Do not change the variable name or other parts of the line.

Removing the @ symbol
The @ must stay. It tells the report this is a variable.

Deleting quotes or punctuation
Keep everything exactly as written, including:

• SET
• :=
• Semicolons ;

Adding extra spaces or characters
Only replace the value itself. Avoid adding extra text.

Editing other parts of the file
If you’re unsure, only change the lines at the top that start with SET @.