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) Installing Reports into PrintPoint - 1 Go to Print Button Select Report Manager Installing Reports into PrintPoint - 2 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 Installing Reports into PrintPoint - 3 Open the new report Go to the File menu and select Open From Disk... Installing Reports into PrintPoint - 4 The new Report Click the Save & Close button. Installing Reports into PrintPoint - 5 Close the Report Manager Click the Done button Installing Reports into PrintPoint - 6 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 Installing Reports into PrintPoint - 7 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 Installing Reports into PrintPoint - 8 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. Installing Reports into PrintPoint - 9 2 - QuickReports - Adding a QuickReport Click the QuickReportEditor button Installing Reports into PrintPoint - 10 QuickReport Editor The QuickReport Editor can take a few seconds to open. Installing Reports into PrintPoint - 11 Open the QuickReport Form the file menu select Open... Locate the file It should be in the QuickReports folder where you put it Installing Reports into PrintPoint - 12 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 Installing Reports into PrintPoint - 13
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