|
Report Generator Back to the Table of Contents...
How do I install Report Generator? If you have MS Access97 installed on your PC, click for further instructions. If you have MS Access2000 or higher installed on your PC, click for further instructions. If you do not have MS Access installed on your PC, click for further instructions. How does Report Generator work? How do I update Report Generator to a newer version? I have the new Report Generator version. Why won't it open? How can I add an icon to my PC's Desktop to Report Generator?
Report Generator, which is mentioned above is an optional software product. It is designed to print formatted reports based on the records that are selected using the new Roster report on the web. Report Generator uses Microsoft Access to display and print the various reports, however it is not necessary to have Access installed on your PC prior to installing Report Generator. If you do not already have Access installed on your PC, a run-time version of Access will be provided for you at no additional charge. For those who already have Report Generator, you will want to download the latest version to your local PCs. You can see samples of Reports: http://rs.prosws.com/RS_RptGen.htm
How do I install Report Generator? To install Report Generator do the following:
If you have MS Access97 installed on your PC, click for further instructions. If you have MS Access2000 or higher installed on your PC, click for further instructions. If you do not have MS Access installed on your PC, click for further instructions.
If
you have MS Access97 installed on your PC
do the following:
a.
Start
Microsoft Windows Explorer b.
Browse
to C: \Program Files \ReloSpec and locate the RPTGEN.MDB file c.
Right-click on the
RPTGEN.MDB file, click ‘Sent To’, then ‘Desktop (create shortcut)’. The
shortcut is now ready for use. Clicking the shortcut will start Microsoft Access
and open the RptGen database.
If
you have Access2000 or higher on your PC do the
following:
a.
Start
Microsoft Windows Explorer b.
Browse
to C: \Program Files \ReloSpec and locate the RPTGEN2K.MDB file c.
Right-click on the
RPTGEN2K.MDB file, click ‘Sent To’, then ‘Desktop (create shortcut)’.
The shortcut is now ready for use. Clicking the shortcut will start Microsoft
Access and open the Report Generator database.
If
you do not have MS Access on your PC do the
following:
How does Report Generator work? Using Report Generator is always done in two steps. Step 1: Use the 'Roster' report in ReloSpec to filter the records needed and DOWNLOAD the records to your PC. Step 2: Use Report Generator to display those records
The 'Roster' report is the most flexible report in ReloSpec. It allows you to filter the records in the Referrals table in a wide variety of ways. You may even select multiple items in the Referral Type, Referral Status or Subtype fields by selecting the first item, then holding the CTRL key and clicking the additional items. Once you have entered your selection criteria, click APPLY FILTER and the records will be displayed. At this point do not be concerned that all the fields you may expect to see are not visible in the grid. Not all fields are displayed in the grid, but they are part of the report and will be downloaded to the Report Generator.
The Report Generator software is "linked" to the Roster.CSV file that is downloaded from ReloSpec. Each time you select a report to view/print you are using a formatted report based on whatever was downloaded last. There is a wide variety of reports based on fields such as Referral Type, Status, Firm name, Category/Affinty and many others. All reports are preformatted with page numbers, subtotals, headings on every page and other details.
How do I update Report Generator to a newer version? To
update your Report Generator software to a new version, you must first know
which version of Microsoft Access your Report Generator uses. The three
possible versions of Microsoft Access are: 1) Access97, Access2000 or
higher, or the Run-time version of Access97. To determine which version
you are using, start Report Generater and look at the Main Menu page. The
Microsoft Access version will be listed on the page. Once you know when
version of MS Access you are using, do the following:
I have the new Report Generator version. Why won’t it open? As a part of Microsoft’s ongoing security efforts, many versions of Windows now block files downloaded from the Internet and prevent use of the file until it has been unblocked. If you have downloaded the latest version of Report Generator to your ‘C:\Program files\ReloSpec’ folder and you get a message saying “Microsoft Access cannot open this file”, then you’ll need to Unblock the file to use it. Do the following:
Why do I get a request for authorization when I try to download the Roster report? (Or it opens in an online spreadsheet and I can't save it.) With
recent Service Packs and Operating System upgrades, Microsoft has provided new levels of
security. They also have caused new
challenges. One
new “improvement” is the ability to open spreadsheets in an on-line window,
as opposed to downloading the records and viewing them in an Excel spreadsheet
as before. This has caused numerous
problems and has nothing to do with Relocation Specialist.
Though this is a security option that keeps unwanted data from being
downloaded into your PC, it is not what most people want to happen. Fortunately
there is a solution. If you have
not experienced this problem when trying to DOWNLOAD and SAVE the 'Roster'
report(s), follow the steps below:
Roster
report: How to get a report with all records received this year AND all
records closed this year regardless of when they were received? In
the past it has always been difficult to get into one report all the records
that were received during a given time period and all the records that were
closed during the same time period but may have been received during a different
time period. The reason that has
been difficult is because were using two different fields with two different
entries. For
example, if you want all records received this year and all records closed this
year no matter when they were received you need to enter dates in two different
fields: [Date Received] and [Close Date]. But,
if you enter dates in the ‘Date Received BEGIN’ field and the ‘Date
Received END’ field along with dates in the ‘Date Closed BEGIN’ field and
the ‘Date Closed END’ fields and you use the ‘Connect all fields’ equal
to “AND” you would only get records that were received this year and were
closed this year. That’s not what
you want. Fortunately
there is now a solution. The
‘Roster 2’ report is now available. This
report produces the same fields as the ‘Roster’ report and may be used with
the optional Report Generator software. The
difference with ‘Roster 2’ is that you can now combine the date fields to
get the desired results. To
use the example above, you would enter “>=’01-01-2006’ AND
<=’12-31-2006’” in the ‘Date Received’ field and the same thing
(“>=’01-01-2006’ AND <=’12-31-2006’”) in the ‘Actual Close
Date’ field. Then, in the
‘Connect all fields using’ entry you will use the “OR” selection.
This way you are able to select all records that were received this year
OR closed this year and get all the records included! Don’t
worry about having to remember the exact syntax for the date statement in the
example above. When you get to the
report’s selection criteria you’ll see a ‘Helpful Hint’ box at the
bottom of the page with the sample date range included.
Simply highlight the sample, right-click and click COPY.
Then, right-click in the date field and click PASTE.
Next, you can manually change the dates you want while leaving the other
syntax entries. Click ‘APPLY
FILTER’ and you’ll have all the records.
How can I add an icon to my PC's Desktop to Report Generator? If you installed the run-time version of Report Generator, and icon will be placed on your PC's Desktop for you. If you are running your own version of MS Access on your PC, you'll need to add your own icon. To add the icon, do the following:
|