Phase 3 - Session 7 Homework: On-Your-Own Topics Follow

Please review these On-Your-Own Topics and mark the associated GUIDEcx task as Complete before Session 8. These topics are intended for self-study and are generally not covered in detail during implementation sessions.

We highly recommend having Midnight open while reviewing the material and locating each topic within your system. Becoming familiar with the navigation, screens, and settings ahead of time will help you gain a better understanding of the platform and make future implementation sessions more productive.

Tip: As you review these topics, make note of any questions and add them to the Items to Discuss section of the related GUIDEcx task so they can be addressed during a future implementation session if needed.

The Admin Settings panel can be accessed by clicking the gear icon in the upper-right corner of the Home screen.

Tip: In most Administration setup screens, you can add a new record by selecting the blank gray row at the bottom of the list, entering the required information, and clicking Save (disk icon). 

  • To modify an existing record, click the Edit icon (pencil), make your changes, and then click Save.
  • If a record is no longer needed, it can be deactivated by clearing the Active checkbox and saving the record. 
  • To view inactive records, use the Active filter and select Unchecked.

Midnight Reports Module 

The Reports module in Midnight provides access to a wide range of pre-built reports designed to support operational, production, financial, and management reporting needs. Reports are available across many areas of the system, including sales, job costing, production, inventory, customer activity, and accounting.

The Report View displays three types of reports, each identified by a unique icon.

(Stock): Standard Midnight reports maintained exclusively by Print Reach. Stock Reports cannot be edited by users and are fully supported by Print Reach.

(Custom): Reports developed by Print Reach through Implementation or Professional Services engagements. Custom Reports can only be modified by Print Reach staff and are fully supported by Print Reach.

For assistance with creating a Custom Report, contact support@printreach.com.

Note: For detailed information regarding custom report requests, requirements gathering, development, testing, and delivery, refer to Custom Reports in Midnight: Professional Services Engagement Overview.

(User-Modified): Reports created by cloning and modifying existing reports. User-Modified Reports are editable by users but are not supported by Print Reach.

If assistance is requested for a User-Modified Report, Professional Services may be required, and additional charges may apply.

 

Available Actions

Selecting a report enables the following actions:

Print Report: Generate the report as a PDF, preview the output, or send it directly to a printer.

Open Report: Import and open an existing .mrt report file.

Save Report: Export the report to a variety of file formats, including PDF, Microsoft Word, Microsoft Excel, and others.

Create Report: Create a new report or clone an existing report.

Edit Report: Open the selected report in the report designer for modification.

Email Report: Send the selected report by email.

 

Related Resources

Midnight Knowledge Base: Renaming Reports

Midnight Knowledge Base: Deactivating Reports

Midnight Knowledge Base: Default a Report to Display All Pages

Midnight Knowledge Base: Midnight Stock Reports

Midnight MIS YouTube Video: Report Editing - Basics (video)

Midnight MIS YouTube Video: Report Editing - Advanced (video)

Admin → Report Objects

The Report Objects screen displays all reports available within Midnight.

From this screen, administrators can:

  • Activate or deactivate reports.
  • Rename reports.
  • Control report visibility.
  • Configure whether reports appear on the DJB.

Midnight includes a wide variety of standard reports across all modules. If there are reports that your organization does not use, you can deactivate them in Admin to simplify report selection for your users.

Deactivating unused reports removes them from the report menu, making it easier for users to find the reports they need without scrolling through a long list of irrelevant options. The report itself is not deleted and can be reactivated at any time if needed.

To deactivate a report, click Edit on the far right of the report record. Clear the Active checkbox and save your changes. Once saved, the report will no longer appear in the report menu, helping reduce clutter and prevent confusion for users.

It is highly recommended to limit estimate and order reports to only those that your team actively uses. Doing so helps reduce confusion and ensures users consistently select the correct report.

For example, determine which work order version will serve as your standard and deactivate the others. This eliminates uncertainty for Customer Service Representatives and helps maintain a consistent workflow.

The same approach should be applied to estimate reports. Decide which estimate format(s) should be sent to customers and deactivate any alternatives that are no longer needed. By removing unused reports, you can reduce menu clutter and make it easier for users to quickly locate the correct report.

To reactivate a report, locate the report in the inactive list, open the record, select the Active checkbox, and save your changes. The report will once again be available in the appropriate report menu.
 

Admin → Report Type Objects

The Report Type Objects screen is used to manage the report categories available within Midnight. These categories help organize reports and control how they appear in the Reports Module.

Available fields are:

  • Name: The name of the report category. This is the label used to identify and group related reports.
  • Active: Determines whether the report category is active and available for use. 
  • Show in Reports Menu: Controls whether reports assigned to this category are displayed in the Reports menu. 
To access the Reports module, click the Reports icon from the Midnight navigation menu.

The Reports module displays your available Report Type Objects. To view the reports within a category, click the + icon next to the report type. Expanding a category will display all reports assigned to that report type, allowing you to easily browse and run the reports available in that section.

Generally, Estimate Reports, Order Reports, Warehouse Item Request Reports, and Warehouse Receipt Reports are designed to be run from within their respective modules rather than from the Reports menu. Because of this, these report categories are typically configured to be hidden from the Reports menu.

For example, if an estimate report is launched directly from the Reports menu, the report requires the user to manually enter an Estimate ID. However, when the same report is run from within an estimate record, the Estimate ID is automatically passed to the report, allowing it to generate correctly without additional input.

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