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Text File  |  1991-05-06  |  7KB  |  92 lines
  1.  015                              Page 15                           Reports
  2.  ╔══════════════════════════════════════════════════════════════════════════╗
  3.  ║                            REPORT HEADERS                                ║
  4.  ╚══════════════════════════════════════════════════════════════════════════╝
  5.  ╔══════════════════════════════════════════════════════════════════════════╗
  6.  ║                                                                          ║
  7.  ║    DESIGNING REPORT HEADERS                                              ║
  8.  ║    (USE WITH CLIENT HISTORY)                                             ║
  9.  ║                                                                          ║
  10.  ║    Sometimes it is necessary to print out collected information,         ║
  11.  ║    often called hard copy paper trails or reports.                       ║
  12.  ║                                                                          ║
  13.  ║    Since you know who the client is when you edit a Client history       ║
  14.  ║    file, there is generally no need to create a name header.  However    ║
  15.  ║    a printed report may require a header.  To quickly create an          ║
  16.  ║    account header you can, once in HISTORY use <Ctrl> <T>                ║
  17.  ║                                                                          ║
  18.  ║    (Note:  Ctrl T can also be used from the word processor)              ║
  19.  ║                                                                          ║
  20.  ║    Notice you get Date, Letterhead, Time and Section Line. Here's        ║
  21.  ║    the section line which serves as a divider for this example.          ║
  22.  ║                                                                          ║
  23.  ║    -------------------------------------------------------------------   ║
  24.  ║                         After you press Ctrl T                           ║
  25.  ║    ===================================================================   ║
  26.  ║                Press <D> - you get a calendar - Press <enter>            ║
  27.  ║                Press <T> - you get computer set time -                   ║
  28.  ║                Press <L> - you will get letter head -                    ║
  29.  ║                Press <S> - you get the section line  -                   ║
  30.  ║                so now your header will look like this                    ║
  31.  ║    ===================================================================   ║
  32.  ║    May 1, 1991                                                           ║
  33.  ║    1:09pm                                                                ║
  34.  ║    Mr. W.H Younger                                                       ║
  35.  ║    Professional Systems Inc                                              ║
  36.  ║    7995 Old Holland                                                      ║
  37.  ║    Harrisburg, NC 28075                                                  ║
  38.  ║                                                                          ║
  39.  ║    Dear Mr.  < Delete with Ctrl Y if you are not writing a letter        ║
  40.  ║                                                                          ║
  41.  ║                You can arrange companion sidebars that are relative      ║
  42.  ║                to the record with a macro you designed which avoids      ║
  43.  ║                many keystrokes.  Or you can pull in a formatted          ║
  44.  ║                header with RETRIEVE (see F8.UHF)                         ║
  45.  ║                                                                          ║
  46.  ║    Enter your memorandum below the section line as appropriate.          ║
  47.  ║                                                                          ║
  48.  ║    Save with F2                                                          ║
  49.  ║                                                                          ║
  50.  ║    Look at SMPLERPT.UHF to see how the header in History could be        ║
  51.  ║    designed.                                                             ║
  52.  ║                                                                          ║
  53.  ║    There is no limit as to how many history headers you can design       ║
  54.  ║    and use.  Keep in mind you may not want to print all.  You can        ║
  55.  ║    use printer formats to make your report look right on paper.          ║
  56.  ║                                                                          ║
  57.  ║    The quick way to extract and format a report as follows:              ║
  58.  ║                                                                          ║
  59.  ║    Format the the printer with <F10> or load your printer                ║
  60.  ║    command you have previously set and saved.  For example               ║
  61.  ║    if you have a laser printer and your format command is LASER          ║
  62.  ║    at  <O>  enter  LASER                                                 ║
  63.  ║                                                                          ║
  64.  ║    Procedure:                                                            ║
  65.  ║                                                                          ║
  66.  ║    1.  To block a section for your report Press  <F8>                    ║
  67.  ║    2.  Move through the account history and stop where you want          ║
  68.  ║        the report to end.                                                ║
  69.  ║    3.  Press  <F8>                                                       ║
  70.  ║    4.  At the window choose PRINT                                        ║
  71.  ║                                                                          ║
  72.  ║    Now the report comes out exactly as you have formatted the            ║
  73.  ║    block mode.  If you want to further edit the report you can           ║
  74.  ║    at this point.                                                        ║
  75.  ║                                                                          ║
  76.  ║        SEE SMPLERPT. UHF for a look at something similar                 ║
  77.  ║                                                                          ║
  78.  ║    -----------------------------------------------------------------     ║
  79.  ║    Reports can be very involved or contain a few lines.  How you         ║
  80.  ║    prepare the report file depends on the related conditions.            ║
  81.  ║                                                                          ║
  82.  ║    Printing the block leaves the entire file intact.  If you want        ║
  83.  ║    to 'clean' the record for the new year, but you want to save          ║
  84.  ║    the record,                                                           ║
  85.  ║    use F8 to block all and save to a file name with  <W> (write).        ║
  86.  ║                                                                          ║
  87.  ║                                                                          ║
  88.  ║                                                                          ║
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