This is an optional document type that can be utilized by those with an Advent Portfolio Accounting System (Axys or APX.) This allows you to include Advent reports that are generated by any combination of Advent Macros against any combination of Advent Short Codes. A Macro Set is just a placeholder or container for linking one or more Macros to the Macro Set.
- Click on the Advent Report option and press the Add Button
- Give the Macro Set a name and description, and click Save
- Scroll to the bottom of the Macro Set list and highlight your new Macro set
- All available Advent Macros will be displayed in the lower-left column
- Select which Macros will be linked by moving the Macro names from the left column to the right column under the Advent Macros section and press the Save button when finished