Documentation
Documentation

Hands-on exercise: Set the number of days to save a report

In this exercise, you will set the number of days to save the Member Index report in the Print Manager.

  1. Open iMIS.
  2. Select Utilities > Report Specs to open the Report Specifications window.
  3. Select MEMBERSHIP-Rosters-Member Index (Class).
  4. Click Edit.
  5. Click Parameters to open the Detail Report Parameters window.
  6. Enable the Save Report option. When this option is enabled, a new field displays.
  7. Enter 30 as the number of days for the Print Manager to store the report.
  8. Click Save, and close the Detail Report Parameters window.

To run a saved Crystal report

When you run a Crystal report with the Save Report option enabled, the report displays on the Crystal Preview window, and the data is exported and stored to a file labeled asi#.rpt. The location of the stored report file (asi#.rpt) is designated on the System Setup window (select File > System Setup). All stored reports are kept in the Job_Record table.

  1. Open iMIS.
  2. Select the report. For this example, we selected Billing > Generate reports to open the Generate reports window. We then selected the Open Invoices report type, and selected Open Items by Name (Crystal) from the Available Reports area.
  3. Click Set Report Destination, select the appropriate destination, and click OK.
  4. Click Run.
  5. Select a date range.

The Crystal Preview window opens with the data displayed. While the data is exported to the asi#.rpt file, the system displays an Exporting Records window.

Brief descriptions of the buttons, menus, and items shown on the Crystal Preview window are shown in the following example.

  • To print the report, click Print.
  • To export the data to a specific format, click Export. The Export window opens to allow you to select the Format and Destination of the export file.
  1. Close the Crystal Preview window.