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I added the "Report" object to my customized time tracking screen (cas account) but when I click on the print button nothing happens. 

Do I have to create a new table that holds the fields I want on the report?

-Mary Longacre

703-299-0802

How exciting!  Reports are a whole other ball game!  Getting hardcore Mary

Here are some steps to get you started:

1. Click the Customize tab.
   
2. Click Screens.
   
3. Edit the screen with your report.
   
4. Click the Edit button on your report object.
   
5. Here is where you can choose to use an exisiting report or create a new one.  In your case, it is most likely a new one.  So click Open Report Designer.
   
6. Click File > New.
   
7. Click Connect.  (this makes a connection to your database)
8. Click the Choose Master Table dropdown list and click the table your screen is based on.
   
9. Enter a report name and description.
   
10. Click Create New Report.
    
11. Design your report as you wish.  (a hint: your objects from your table are listed in the top right corner of the screen).
    
12. Once you are done your designing, click File > Save.
    
13. When you click Refresh, on your reports properties screen, you will now see your new report lists. 
    
14. Select your new report and click Next. 
15. Click Finish.
    

mlongacre:

I added the "Report" object to my customized time tracking screen (cas account) but when I click on the print button nothing happens. 

Do I have to create a new table that holds the fields I want on the report?

-Mary Longacre

703-299-0802

 

Mary,

The blog posting I put up today should help you out in getting started with creating your custom report. 

http://methodintegration.com/cs/blogs/methodblog/archive/2008/06/18/3-steps-to-becoming-a-report-guru.aspx 

Let me know how far along you get.