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Opening the Report Wizard to create a new report

Navigation:  How to >

Opening the Report Wizard to create a new report

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If you want to create a new report, or edit an old one, the Report Wizard will allow you to do this.

 

Steps for creating a new report

1.Select "New" from the Actions menu.
2.The Report Wizard will appear.
Use the seven steps of the Report Wizard to create a report.
3.When you have completed the Report Wizard, the following message will appear: "Report setup has been saved. Would you like to run this report now?"
4.If you want to run the new report, click <Yes>. If you do not want to run the report, click <No>.
The report will automatically be saved.

 

Steps for editing an old report

1.Highlight the report by single-clicking on it in the Report Catalog, then select "Edit" from the Actions menu.

 

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Note: GOLDPoint Systems has already created many reports for you as examples for you to edit and use. They are PC reports and are assigned numbers 1000 through 1036.

 
The Report Wizard will appear.

 

2.Make any changes you need throughout the seven steps of the Report Wizard.
3.When you have completed the Report Wizard, the following message will appear: "Report setup has been saved. Would you like to run this report now?"
4.If you want to run the new report, click <Yes>. If you do not want to run the report, click <No>.
The report will automatically be saved.

 

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WARNING: When scheduling a GOLDWriter report to run in the afterhours, the final step is to refresh the catalog so that the schedule can be written to the host computer.

 

 


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Back to Report Wizard Step 7: Set Column Order

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Forward to View the Report Results

 

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