Report Generator Page

 

What is Report Generator?

Report Generator gives you the ability to print the most popular Relocation Specialist reports in formatted pages complete with groupings by office, subtotals and grand totals at the end of the report. 

 

In addition there are new reports that go beyond the web version reports such as ‘Conversion Rates for Agents’.

 

To see an example of what Report Generator can do please visit the Report Generator section on our website at http://rs.prosws.com/RS_RptGen.htm

 

 

INSTRUCTIONS

To view or print the Install or Update Report Generator instructions, click here..

 

 

Install and Update SOFTWARE (for Runtime and Access97)

To Install or Update Report Generator software on your PC, click here..

 

 

Install and Update SOFTWARE (for Runtime and Access97 from DESKTOP)

To Install or Update Report Generator software on your PC Desktop, click here..

 

 

To Get RunTime version of Report Generator, click here...

 

 

How to View/Print a report using Report Generator

(This assumes you have successfully installed the Report Generator software on your PC and that you have the latest version.   If you don’t have the latest version, you’ll need to download it from the Utility Settings page of ReloSpec.)

 

The following steps are used to produce the Roster report using Report Generator.

 

  1. Open the REPORTS link on the left side of the Referrals List (or from the Main Menu click ‘Print Reports’). 
  2. Using the GO TO box browse to the ‘Roster’ report by entering the first few letters of the name of the report (e.g. “ros”) and click GO TO (or you may hit ENTER on the keyboard).  The reports beginning with the letters entered will be displayed, including the Roster report. 
  3. Click the “Roster” report.  The Roster report will open to the filter criteria page.
  4. Enter the filter criteria such as Beginning Date and Ending Date and whatever other criteria is desired, and click the APPLY FILTER button.  The records in the report will be displayed.
  5. Click DOWNLOAD and SAVE.  The ‘Save As’ dialog box will open.  Browse to the ‘C:\Program files\ReloSpec folder on your PC and click the SAVE button.  Do not change the name of the file.  If you have downloaded this file before you’ll be prompted to overwrite the file of the same name.  Always click “Yes”.  (RptGen will be looking an exact file name in the ReloSpec folder in order to display reports.)
  6. Open the Report Generator software and from the Main Menu click 'View Reports'.
  7. Select the report you want to view and click PREVIEW.  The report will be displayed.  (You may also double-click the report name and it will open in Preview mode.)