To set up and print a Weekly Report for a specific time period, there are 6 procedures to complete:
- Open the Weekly Report application.
- In the Available Images Account or List, select the image you want to use for the report.
- Click the Edit Icon.
Select Edit from the Data menu.
Double-click the selected Image.
The Edit Image dialog box appears.
- Click the What Account tab.
- If you want to report on:
To help you in finding a particular Account or group of related Accounts, you can setup and execute a search with the
Search Engine utility.
If you want to report on an Account or List, select the Account or List button and select the Account or List
from the Available Images list.
- Click the Where tab.
- Under Output Type, select the print output.
- If you have selected File or Both under Output Type:
Under File Destination, specify the destination for the generated file.
Select the Overwrite if file exists? check box if you have chosen a file name in the destination that has been previously used,
and you want to overwrite this file.
- If you have selected File or Both under Output Type, under File Type, specify the format for the file.
- Under Justification, select the justification for report columns.
- Under Font:
In the Name box, click the arrow and select the font in which to display the report data. All installed Windows™ fonts on
your computer are included in the Account or List. If your printer cannot use a particular font, the closest font match is automatically chosen.
In the Size box, click the arrow and select the font size.
If You Want to Search Over a Specific Period:
- Click the What Date/Time tab and select Include Date/Time in search?
- Under Report Date/Time:
- From: - Click
and
and specify the beginning of the time period over which to search.
- End: - Click
and
and specify the end of the time period over which to search.
If you would like to view the report before it is printed, click Display.
- Click Print.
- If you have selected File on the Where tab, the Overdue Call Report status dialog box appears and your report is generated as you have specified under File Destination and File Type (on the Where tab).
- If you have selected Printer or Both on the Where tab, the Print dialog box appears and you must go to Step 2.
- Click OK
The report is sent to the specified printer and file.
If you want to use this report again, be sure to click Save!