Difference between revisions of "Report Generator Module"
Jump to navigation
Jump to search
| (10 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
= | =Overview= | ||
The Report Generator allows users to search through their Optisoft Database using custom search criteria. | The Report Generator allows users to search through their Optisoft Database using custom search criteria. | ||
| Line 5: | Line 5: | ||
This facilitates functions such as creating custom reports, generating mail shots and data cleansing. | This facilitates functions such as creating custom reports, generating mail shots and data cleansing. | ||
== Creating a | <center>http://www.optisoft.co.uk/wiki/images/Optisoft/ReportGenerator/ReportGeneratorMain.png</center> | ||
=Using Report Generator= | |||
== Creating a Report == | |||
Creating a report requires the user to work through the tabs from left to right as detailed below. | Creating a report requires the user to work through the tabs from left to right as detailed below. | ||
*[[ | *[[Creating a New Report - Search Tab|Search Tab]] | ||
*[[ | *[[Creating a New Report - Display Tab|Display Tab]] | ||
*[[ | *[[Creating a New Report - View Tab|View Tab]] | ||
*[[ | *[[Creating a New Report - Output Tab|Output Tab]] | ||
*[[ | *[[Creating a New Report - Load/Save/Printer Tab|Load/Save/Printer Tab]]. | ||
== Creating a Mail-Shot == | |||
One of the main features of the Report Generator is the ability to create paper based, or electronic, Mial-Shots. In both cases a predetermined MS Word Template will need to have been written first. Click [[Form Designer Module|Form Designer]] to see how. | |||
[[Creating a Mail-Shot|Creating a Mail-Shot]] | |||
[[Main Page|Home]] | [[Main Page|Home]] | ||
Latest revision as of 09:45, 20 February 2017
Overview
The Report Generator allows users to search through their Optisoft Database using custom search criteria.
This facilitates functions such as creating custom reports, generating mail shots and data cleansing.
Using Report Generator
Creating a Report
Creating a report requires the user to work through the tabs from left to right as detailed below.
Creating a Mail-Shot
One of the main features of the Report Generator is the ability to create paper based, or electronic, Mial-Shots. In both cases a predetermined MS Word Template will need to have been written first. Click Form Designer to see how.