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Run Reports from Reports Menu

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Run Reports from Reports Menu

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Run Reports from Reports Menu

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1.Click Reports in EventPro's main menu.  From the Reports menu, select the report you would like to run.
2.The dialog box for the report appears.  The fields in the dialog box will vary depending on the type of report you want to print, but there are some standard options that are common to most reports.

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3.The Report Title defaults to the name of the report (e.g. Location List, Event List, etc.), but you can type in your own title that will appear in the printed report, unless a report title has been hard coded into a custom report (see Modify a Report in Report Designer: Changing Report Name below).
4.You will be able to set different parameters, such as Date Range, Time Range, Sub-Groups, Page Breaks, and other Options, for almost every report.  EventPro will remember your selections next time you return to run the report.  For instructions on how to fill out these various fields, see the applicable report under Report Descriptions and Parameters below.  Those instructions will review the unique options – if any – for each report.
5.Select a radio button under Report Shading to choose the shading color scheme you want to use.
a.Gray: The default EventPro gray scheme, which is suitable for black and white printing.
b.Color: The custom color scheme you created earlier in System Settings (review Chapter 1: Setting Up EventPro, Step 1: System Settings, Reports).
c.Designed: The color scheme set up in the report layout in the Report Designer.  If you choose this option, EventPro will not modify the color scheme as it appears in the report layout.
d.Off: No report shading.
6.For many reports, you can create a Filter in which you define the criteria EventPro is to use when generating the report, although the Filter button may not be available for certain reports because the report criteria are pre-defined.  Click the Filter button to open the Filter Criteria window.  Detailed instructions about choosing filter criteria are outlined in Introduction: Common Function, Setting a Filter.
7.For many of the reports, you may also select the Sort order for the records in the report, although the Sort button may not be available for certain reports because the sort order is pre-defined.  Click the Sort button to open the Sort Order window.  From the Sort Order drop-down list, select one of the options.   If you choose <CUSTOM>, select your sorting criteria from the drop-down lists Custom Sort A, Custom Sort B and Custom Sort C.  Check the Descending box next to the custom sort field to sort in reverse order, e.g. z to a, reverse chronological, etc.

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8.If you want to preview the report, click the Preview button to the right of the Report Template field.  When you are done previewing the report, click Close at the top of the Print Preview window.
9.When you satisfied with your selections in the report dialog box, click the OK button.
10.The Print dialog box appears, displaying four radio buttons.  You can print your reports in four different ways.  See the next section: Print Report to Printer, Screen, File or Email.