Quick Start Installation Guide

Get ACE Report Center running in 6 simple steps

From trial request to your first remote report - follow this guide to set up your entire organization.

1 Request Trial
→
2 Admin Login
→
3 Add Stores
→
4 Add Users
→
5 Deploy Agent
→
6 Run Reports!
1

Request Your Free Trial

Takes 2 minutes

Visit ace-reports.app/trial to request your free trial.

What You'll Need

  • Company Name - Your organization's name
  • Contact Email - This becomes your admin login
  • Number of Stores - Estimate how many store locations you have
  • Phone Number - For account verification

What Happens Next

  1. Submit the trial request form
  2. REDList Solutions reviews your request (usually same day)
  3. You receive an email with your login credentials
  4. Your tenant is created with a 30-day trial license
Trial includes: Up to 5 stores, 10 users, and full access to all features for 30 days.
2

Log In as Administrator

Takes 1 minute

Once you receive your welcome email, log in to ACE Report Center.

  1. Open ACE Report Center
    Go to ace-reports.app in your web browser.
  2. Enter your credentials
    Use the email and temporary password from your welcome email.
  3. Change your password
    You'll be prompted to create a new secure password.
  4. Explore the dashboard
    You'll see an empty dashboard - that's expected! Time to add your stores.
Tip: As the first admin, you have full access to all features. You can create additional admin users later.
3

Add Your Stores

2-5 minutes per store (or bulk import via CSV)

Each physical store location needs to be registered in the system.

Option A: Add Stores One by One

  1. Go to Stores page
    Click "Stores" in the sidebar navigation.
  2. Click "Add Store"
    The blue button in the top right corner.
  3. Enter store details
    • Store Code: A unique ID (e.g., STORE001, NYC01, etc.)
    • Store Name: Friendly name (e.g., "Main Street Location")
    • Timezone: The store's local timezone
  4. Click "Create Store"
    The store is created and you'll see a "Download Agent" option.

Option B: Bulk Import via CSV (Recommended for 3+ stores)

Save time by importing all your stores at once!

  1. Prepare your CSV file
    Create a file with columns: store_code, name, timezone
  2. Click "Import CSV"
    On the Stores page, click the "Import CSV" button.
  3. Upload and review
    Select your file and preview the stores to be created.
  4. Download the secrets CSV
    IMPORTANT: Save this file! It contains agent secrets you'll need later.

See the complete CSV Import Guide →

Important: Store codes cannot be changed after creation. Choose a naming convention that works for your organization (e.g., STORE001, NYC-MAIN, 12345).
4

Create User Accounts

2 minutes per user (or bulk import via CSV)

Create accounts for people who need to access reports.

Understanding User Roles

Role Can Do Best For
Viewer View and download reports Accountants, auditors
Operator Viewer + Request reports Store managers
Manager Operator + Manage stores & schedules Regional managers, IT
Admin Full access including user management System administrators

Option A: Add Users One by One

  1. Go to Users page
    Click "Users" in the sidebar.
  2. Click "Add User"
    The blue button in the top right.
  3. Enter user details
    Email, name, password, and role.
  4. Share credentials
    Send the user their email and temporary password securely.

Option B: Bulk Import via CSV

Import multiple users at once!

  1. Prepare your CSV file
    Columns: email, first_name, last_name, role
  2. Click "Import CSV"
    On the Users page, click the "Import CSV" button.
  3. Upload and review
    Preview the users to be created.
  4. Send invites
    Users will receive email invitations to set their passwords.

See the complete CSV Import Guide →

Tip: Start with the minimum role each person needs. You can always upgrade their access later.
5

Deploy the Store Agent

5-10 minutes per store

The agent is a small program that runs on each store's 4690 controller and executes reports remotely.

Requirements

  • Toshiba 4690 OS (V6R5 or TCxSky) with Python 2.7
  • ACETVREL executable (ACE Auto Report tool)
  • Network access to api.ace-reports.app (HTTPS port 443)

Installation Steps

  1. Download the Agent Bundle
    On the Stores page, click the download icon next to your store.
    Save the ZIP file (e.g., ace_agent_STORE001.zip).
  2. Transfer to Store Controller
    Copy the ZIP file to your store's 4690 controller (usually F: drive).
  3. Extract the Bundle
    Unzip to a directory like F:\ace_agent
  4. Run the Setup Script
    Open a 4690 command prompt and run: 
    F:
cd ace_agent
adx_spgm:python2 setup.py
  5. Follow the Prompts
    The setup script will:
    • Detect your OS version (V6R5 or TCxSky)
    • Test network connectivity to the server
    • Configure the agent as a background application
    • Set up automatic startup on IPL
  6. Activate or Reboot
    Either activate the configuration or reboot the controller.
    The agent will start automatically when the controller becomes MASTER.
Success! Once the agent connects, you'll see the store go Online on your dashboard.

Setup Options

Option Description
--debug Enable verbose logging for troubleshooting
--test-only Run self-tests without installing
--skip-dns Skip DNS/hosts file configuration
--skip-background Don't configure as background application
Troubleshooting: If the store doesn't come online within a few minutes, check the agent log at F:\ace_agent\logs\agent.log for error messages.
6

Run Your First Report!

Less than 1 minute

You're all set! Let's run a test report to confirm everything is working.

  1. Go to Reports > Request Report
    Click "Reports" in the sidebar, then "Request Report."
  2. Choose a report
    Try "Daily Close Summary" from the Accounting category.
  3. Select your store
    Check the box next to the store you just set up.
  4. Select period
    Choose "Previous Short" (yesterday's data).
  5. Click "Request Report"
    Watch the queue - your report should complete in seconds!
🎉

Congratulations!

You've successfully set up ACE Report Center! Your stores are connected and you can now request reports remotely from anywhere.

What's Next?

📅 Set up Scheduled Reports 👥 Add More Users 📋 Explore Report Types

Need Help?

Our support team is here for you: