Configuring Reports


 

To "configure" a report means to identify a new report name for a query, and to specify (if any) what Word and Excel templates to use. This can be done as follows:

 

1.       Open the Administrator version of the CRIS front-end database (ie the file C:\Program Files\CRIS\CRIS.mdb).

2.       Click on the Report Menu, select the report you wish to configure, then click on the Configure button. The current configuration for this report will be displayed in the Configure Report Format form. To create a new report, click on the New Record selector (►*) at the bottom of the screen.

3.       Enter the following information on the Configure Report Format form:

a)   Report Format Name – name to be displayed for the report

b)   Query Name – name of query to use for this report

c)   Word Filename – name of file providing the Word formatting for this report. The file must be in the folder C:\Program Files\Cris\<XXXX>\Templates

d)   Excel Filename – name of file providing the Excel formatting for this report. The file must be in the folder C:\Program Files\Cris\<XXXX>\Templates

e)   Excel Sheet – name of the worksheet in the Excel Filename where the query will be inserted for the report.

f)    Autostart – select this to start the report automatically in Excel or Word (normally this should always be selected)

 

Close the Configure Report Format form.

 


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Last modified: July 13, 2001