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Opening Existing Reports

by | Mar 19, 2024

  1. You can open an existing report in three ways:
    1. Click File > Open.
    2. Click the  (Open Report) icon.
    3. Press CTRL+O on the keyboard.
  2. Select a file and click Open.

Creating a New Report

by | Mar 19, 2024

  1. You can create a new report in three ways:
    1. Click File > New.
    2. Click the (New Report) icon.
    3. Press CTRL+N on the keyboard.
  2. Enter the File Name for the New Report and click New.
  3. Select the Report Pak, Report Template (optional), and Report Picklist.
  4. Click OK to create the report.

Creating Linked Common Responses for Select Fields

by | Mar 19, 2024

  1. Enter text in select fields.
  2. Click in the first field of the Common Response. Press CTRL on the keyboard and click on each field to include in the Common Response (select fields are highlighted).
  3. Press F6 on the keyboard.
  4. Click Save and click Close to exit

Creating Linked Common Responses for a Range of Fields

by | Mar 19, 2024

  1. Enter text in all fields in the range.
  2. Click on the first field in the range and then press CTRL+SHIFT on the keyboard and click on the last field in the range (all fields in the range will become highlighted).
  3. Press F6 on the keyboard.
  4. Click Save and click Close to exit.

Deleting Common Responses

by | Mar 19, 2024

  1. Click in a report field and select a Common Response.
  2. Press SHIFT+F6 on the keyboard, or click Edit > Common Responses > Edit, or right-click in a field and select Common Responses > Edit.
  3. Edit the Common Response and click Save.
  4. Click Close to exit.