Adding Your Custom Reports to the Preview Screen

Medium Difficulty

Why This is Important
The latest versions of PRIME have a REPORT Preview Search Screen.
This Search Screen provides you a list of all the reports available in PRIME.
The screen also allows you to preview what the report will look like by double clicking the report name.
This feature could be added to older versions.

If you created custom reports, you might wish to add them to this screen.
The process is not difficult.

Adding Your Custom Reports to the Report Preview Search Screen

1. Get a JPG Screen Shot

To add a report of your own requires that you get a JPEG shot of the report.
This is a file type that has a .jpg at the end of the file.
It is possible to do a screen capture. Generally, holding down the Ctrl key and pressing the Prnt Scrn key at the same time copies your screen to the clipboard.
You can then open Paint (included in Windows) under Accessories, choose Edit and Paste the screen shot in.
Paint gives you the ability to then crop and edit the shot. Then save the modified shot as a JPG file.
Write down the name of the file and it’s location.

2. Add the JPG Shot to the Report Preview Search Screen

Write down the name of the report and the description, so you have it handy.
Open up the Report Preview Search Screen.
In the upper right hand corner of the screen is an ADD button that you click.
This brings up a blank preview screen.

Press the Toggle Controls Button to display additional buttons and fields at the bottom of the screen.
Type in the table name that the report applies to, e.g., CLIENTSW.
Then type the Name of the actual report in, e.g., QFindSeniorsWHousingProbs.

It is important you name your creation properly, beginning Queries with Qs, Forms with Fs and Reports with Rs.

The Description can explain your report, such as “Seniors with Housing Problems.”

Press the ‘Get JPG from Disk’ button and point to the screen shot file you saved. It should preview in the box when you do so.
IT IS NECESSARY to press the ‘Save JPG with Record’ button to save this JPG with the entries you’ve filled out.
You should now be able to Close and test the report preview.

3. Run the Report directly from the Search Screen.

Some reports are more easily run from the report preview screen than others.
To see how to tag reports to run, take a look at the ones that run currently and copy their field entries.
These use the RPLocation, Function, Run, and the Not Run (#) fields to determine how they run.
Adding a # in the Not Run field tells the program the report will not run from the Search Screen.
There are several reasons for the inability to run off the Search Screen, such as the need for input limiting what records apply to the report.
You may edit these fields on the Report Preview Screen by using the Toggle button or directly in the table itself.

In order to get the report to run using the Report Preview Search Screen, I would recommend looking at other reports that do run and copying how the fields are filled out for them, where appropriate.

If you don’t understand or feel comfortable with this, we can assist you putting it into your system or making it work.

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