Report Screens

The report screen is made to be as easy to use as possible. There are four types of reports, Detail and Summary, Graph and Shop Status. When you click a type of report, the appropriate reports will display at the report selection portion of the screen. When you click on a report, the description of what the report is will appear in the box to the right of the report selections.

In filtering a report, the system will allow you to choose fields and select whatever criteria that you require. The manual on how to filter a report can be viewed by selecting “How to write a query” in the main menu under reports.

If you want your report to have a title to it, then you can enter whatever you would like in the Report Title portion of the screen.

The Output selection allows you to select how you want the report to run. The selections are as follows:

View/Print - Allows you to view the report and then print a single page or the entire report or abort it.

Text - This will allow you to save the report as a text file.

Rich Text Format - This allows you to save the file in an MS Word format

WKS - This allows you to save the file in a spread sheet format

Database - DBF - This allows you to save the file to a database.

HTML - This allows you to save the file to and internet HTML file.

Prompt Me - Will prompt you for any of the above and a few others

Select a Printer – This will force the Printer Dialog box to appear

If you are saving the file to your hard drive or to a disk, then you must have a file name entered as well as a directory selected to where you want the file to go. This applies to all files except pdf files. If you want to create a report in the PDF Format, then you will need the Output selection to be Select a Printer. When the printer dialog box appears, select your PDF Printer.

If you use the CutePDF drivers for creating pdf files, then DO NOT check the box Print to file and DO NOT enter a file name. When using CutePDF another dialog box will appear once you press the OK push button. This is where you would enter the file name. (This is only when using the CutePDF Printer)

Repair File Selection, is for you to select the file you want your repair report based on. This can be the History file, Pre-Billing file, Quote/Estimate file or Your Setup File, if one is present. (See Below)

When you are ready to run the report, press the push button "Run" and the program will validate all your entries and run the report as you have selected.

Setup File Creation

This set file is designed to speed up operations once your historical file gets very large.  We consider large to be anything over 250,000 records.  The setup file is unique for each user and allows the user to select the initials of a company that is billed, a car initial and car number or an invoice number.  You also have the added ability of selecting what file or files you want the data to come from; History, Pre-Billing or Quote/Estimate.  From the report menu, you select the file “Set Up File” and then run and/or filter your report.  The setup file takes a second or two to be created as it utilizes indexing.  You can add to an existing setup file or create a new one.