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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. |
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. |
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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. |
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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