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Documentation

Hands-on exercise: Run a saved Crystal report

In this exercise, you will run a Crystal report in iMIS that will store and save the report data to the Job_Record table.

  1. Open iMIS.
  2. Select Customers > Generate reports.
  3. Select the Rosters report type.
  4. Select Member Index (Class).
  5. Click Set Report Destination, and select Screen.
  6. Click Run to open the Member/Contact Selections window.
  7. Accept the defaults, and click OK. The report displays in the Crystal Preview window.
  1. Close the report.

To view a report from Print Manager

All stored reports are kept in the Job_Record table and are assigned sequential numbers. The reports are saved in the directory designated in the System Setup window (select File > System Setup) and are stored in files labeled asi#.rpt. The Print Manager displays only those reports that the current user has run. Only users with a system management access level of eight or higher can view all reports.

  1. Open iMIS.
  2. Select File > Print Manager. The Print Manager displays a list of stored reports with the following columns:
  • Title (report title)
  • User (the user who ran the report)
  • Run Date (the date the report was run)
  • Expire Date (the date the report will be purged from the Print Manager)
  1. To view the report, double-click the report title, or select the report title, and click View the report. The Crystal Preview window opens. Print the complete report or select a range of pages to print.
  2. To update the list, click Refresh report list.
  3. To delete a report from the Print Manager, select the report, and click Delete the report(s). To select multiple reports, hold down the Shift key (to select a range) or the Ctrl key (to select individually) on your keyboard.