Creating
custom reports in versions 9 and 10
Step 1. Determine the template to use
- You decide to base your report on either clients
files or slip files
- You decide whether it is a detail about each
slip or client or a summary
- Now you know which " user defined template
from Report designer" use: either client detail
or client summary or slip detail or slip summary.
Step 2. Make the Report
- Pull down the Report menu and Open Report Designer
- Choose the appropriate format (Slip Detail,
slip summary, client detail, client summary) and
the font.
- Point to each header field and add text descriptions
of the columns (either by right clicking or using
the T icon)
- Point to each Detail section below the header
field and add the appropriate data columns
- Sometimes extra details about the field are
specified by double clicking on the data field.
For example, double clicking on client history fields
will allow you to determine layout of the field
and which history period to report upon.
- If necessary, add the totals fields in the totals
columns
- When finished use the FILE/ Safe As - to save
the report in your report templates folder. Be careful,
Timeslips does not use the report folder you've
chosen for this as the default, but because of a
bug, it usually uses the report templates folder
under your Timeslips directory. So, if your data
is stored elsewhere, as it normally should be, you
will need to find the appropriate directory and
store the report there.
- Some information on making reports can
be found here: Timeslips Knowledge base / Reports
on the Timeslips web page
Step 3. Make a place to store your report and
associate it with your new report.
- Pull down the reports
menu and select Add a Report
- Choose Use what I say
- Select the + sign icon on the right to add a
new report and follow the screens to name and describe
it based on the appropriate template from A above.
- Select the report group you want to store it
in.
- Fill in the Description
- Open the report you've just created and select
the Format Tab
- Associate this report with the template you've
created under step 2.
- Try it out.
- Save it when finished.
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