Addressed in version 7.70, revision 26. If using an earlier version, download the latest update from our website.

If this is still an issue:

Try each of the following steps in order until the issue is resolved: 

  1. Troubleshoot the Visual Charts Organizer using the following information:
  2. Filter on account code ranges whenever possible.

    Using account code ranges allows your report to process multiple accounts as one line. Although there may be specific reports where you need to break out a particular account, be sure to use ranges for the other report lines.
  3. Use advance filters only when necessary.

    Advance filters allow you to filter a specific detail line by fund, account attributes, accounts, account codes, departments, projects, project attributes, and transaction codes. However, using excessive filtering can significantly lengthen your report processing time. If possible, apply the filter to the entire report rather than individual lines. The more detail lines with advanced filters, the longer it will take your report to process.
  4. Reduce the total number of detail lines.

    Just as it takes you longer to enter five lines for five separate accounts, it takes your report longer to process five lines.
  5. Design a new VCO chart template for each specific purpose.

    Consider the purpose of your VCO to help you reduce the number of lines. For example, if your VCO is intended an Income Statement, define the Balance Sheet portion in three lines, if possible: one line with a range of asset account codes, another line with a range of liabilities account codes, and a third line with a range of net assets account codes.

In Reports, open the report parameters used to run the report. Troubleshoot the report using the following information:
  • Use date ranges to narrow your report.

    Using date ranges limits the amount of data your report must consider, allowing your report to process more quickly than selecting all dates. If your report has multiple columns, be sure to apply date ranges to each column.
  • Choose only necessary report filters.

    Some report filters, such as account attributes or project attributes do not limit the amount of data the report must consider. When processing the report, the software must consider each attribute value.
  • Select to filter by project only when necessary.

    Since projects are assigned to individual transactions, reports filtered by projects must consider each individual transaction to process.
  • Select the option for printing separate statements only when necessary.

    When you mark the Print a separate statement for each [] option on the Format tab, the report must sort and aggregate the selection you indicated, requiring additional processing time.
Review Report Hangs or Runs Slowly for additional troubleshooting steps.