Installing Reports into PrintPoint

Transcription

Installing Reports into PrintPoint
Installing Reports into PrintPoint
Choose your List View
Reports are specific to various list Views, so start by selecting the appropriate List View
For Job Tickets use the Job List View and for Quotes use the Quote List view etc
Highlight any job in the list (or if there are as yet no jobs in the list then you will get a message about
using the whole list. This is OK just click the OK button)
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Go to Print Button
Select Report Manager
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Select Report Type
In the Report Manager choose the type of report you are adding
1- SuperReport
2 - QuickReport See 2 below
3- Ckick the Edit button
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Open the new report
Go to the File menu and select Open From Disk...
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The new Report
Click the Save & Close button.
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Close the Report Manager
Click the Done button
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If you need to make this a Default Report (Applies to SuperReports)
Go to the File Menu > Preferences
Add to Super Reports
Select SuperReports form the Company Info popup
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Select the Report to be added or updated
1 - Find the report in the list
2- Click the popup button on the right (See next screen)
3 - Turn on the report in Column 1
4 - Click OK to save changes
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Select the SuperReport
From the popup list of installed reports select the one that you want to add or use to replace the
existing one.
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2 - QuickReports - Adding a QuickReport
Click the QuickReportEditor button
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QuickReport Editor
The QuickReport Editor can take a few seconds to open.
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Open the QuickReport
Form the file menu select Open...
Locate the file It should be in the QuickReports folder where you put it
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Save the Report
This installs the report into PrintPoint
Then click the Close box for the dialog and the report is instlled. You will run this report by selecting
the Records you want to include then going to the report manager and QuickReports and selecting
the report from the list. Then click the PrintButton
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