Reports FAQ - Revision history

Dina at 13:40, 8 July 2020

2020-07-08T13:40:03Z

← Older revision		Revision as of 13:40, 8 July 2020
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	===Advanced Use===		===Advanced Use===
	*[[Reports FAQ#How can I customize ~~CommitCRM~~ reports?\|How can I customize ~~CommitCRM~~ reports?]]		*[[Reports FAQ#How can I customize RangerMSP reports?\|How can I customize RangerMSP reports?]]
	*[[Reports FAQ#How can I delete a custom report?\|How can I delete a custom report?]]		*[[Reports FAQ#How can I delete a custom report?\|How can I delete a custom report?]]
	*[[Reports FAQ#I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?\|I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?]]		*[[Reports FAQ#I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?\|I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?]]
	*[[Reports FAQ#How can I add new data fields and labels to a report?\|How can I add new data fields and labels to a report?]]		*[[Reports FAQ#How can I add new data fields and labels to a report?\|How can I add new data fields and labels to a report?]]
	*[[Reports FAQ#Where can I find the customized reports?\|Where can I find the customized reports?]]		*[[Reports FAQ#Where can I find the customized reports?\|Where can I find the customized reports?]]
	*[[Reports FAQ#How can I embed my company logo in ~~CommitCRM~~ reports?\|How can I embed my company logo in ~~CommitCRM~~ reports?]]		*[[Reports FAQ#How can I embed my company logo in RangerMSP reports?\|How can I embed my company logo in RangerMSP reports?]]
	*[[Reports FAQ#I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?\|I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?]]		*[[Reports FAQ#I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?\|I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?]]
	*[[Reports FAQ#How can I do calculations in ~~CommitCRM~~ reports?\|How can I do calculations in ~~CommitCRM~~ reports?]]		*[[Reports FAQ#How can I do calculations in RangerMSP reports?\|How can I do calculations in RangerMSP reports?]]
	*[[Reports FAQ#I customized a report and some fields are not printing in the right place. How can I fix this problem?\|I customized a report and some fields are not printing in the right place. How can I fix this problem?]]		*[[Reports FAQ#I customized a report and some fields are not printing in the right place. How can I fix this problem?\|I customized a report and some fields are not printing in the right place. How can I fix this problem?]]
	*[[Reports FAQ#My_report_header_doesn't_display_correctly._How_can_I_have_it_restored_from_a_backup?\|My report header doesn't display correctly. How can I have it restored from a backup?]]		*[[Reports FAQ#My_report_header_doesn't_display_correctly._How_can_I_have_it_restored_from_a_backup?\|My report header doesn't display correctly. How can I have it restored from a backup?]]
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	----		----

	===How can I customize ~~CommitCRM~~ reports?===		===How can I customize RangerMSP reports?===
	To customize ~~CommitCRM~~ reports:		To customize RangerMSP reports:
	# Open the Reports window		# Open the Reports window
	# Select the report you want to customize		# Select the report you want to customize
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	===How can I embed my company logo in ~~CommitCRM~~ reports?===		===How can I embed my company logo in RangerMSP reports?===
	The Report header can be designed with your textual header (with your company name, etc.) and your logo. The Report header is defined once for all reports and can be edited from the Tools menu. The Report header includes two parts: Text and Image (usually your Logo).		The Report header can be designed with your textual header (with your company name, etc.) and your logo. The Report header is defined once for all reports and can be edited from the Tools menu. The Report header includes two parts: Text and Image (usually your Logo).

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	===I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?===		===I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?===
	In order to increase report generation performance ~~CommitCRM~~ loads report headers once per login. You should log out from ~~CommitCRM~~ and log in again for the header changes to take effect.		In order to increase report generation performance RangerMSP loads report headers once per login. You should log out from RangerMSP and log in again for the header changes to take effect.


	===Can I email a report?===		===Can I email a report?===
	You can save ~~CommitCRM~~ reports as PDF files using any of the standard PDF creation tools (Adobe Acrobat, PDF Maker, etc.). You can then email the file to your customers.		You can save RangerMSP reports as PDF files using any of the standard PDF creation tools (Adobe Acrobat, PDF Maker, etc.). You can then email the file to your customers.

	Starting with ~~CommitCRM~~ 5.0 you can print reports directly to PDF from the report generation window by using the "Print to file" button in the report generation window. When using this option, the system allows you to save to a PDF file or email the output PDF file directly from the report generation window. When emailing the report, this email will be filed under the relevant account, together with the attached PDF report.		Starting with RangerMSP 5.0 you can print reports directly to PDF from the report generation window by using the "Print to file" button in the report generation window. When using this option, the system allows you to save to a PDF file or email the output PDF file directly from the report generation window. When emailing the report, this email will be filed under the relevant account, together with the attached PDF report.


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	===How can I do calculations in ~~CommitCRM~~ reports?===		===How can I do calculations in RangerMSP reports?===
	Field based calculations – Average, Sum, Minimum etc. - can be calculated in the report designer.		Field based calculations – Average, Sum, Minimum etc. - can be calculated in the report designer.

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	===I customized a report and some fields are not printing in the right place. How can I fix this problem?===		===I customized a report and some fields are not printing in the right place. How can I fix this problem?===
	This question describes the following problem: You have customized a ~~CommitCRM~~ report, and it looks fine on the screen while being edited in the report designer. However, when you actually run the report, some of the fields are printed in a higher or lower location than they had appeared on the screen.		This question describes the following problem: You have customized a RangerMSP report, and it looks fine on the screen while being edited in the report designer. However, when you actually run the report, some of the fields are printed in a higher or lower location than they had appeared on the screen.

	To solve this problem, open the customized report in the report designer, select a field that is not displaying in the right place, right-click it and select 'ShiftWithParent'. Repeat this for all the fields that are not printing in the right place.		To solve this problem, open the customized report in the report designer, select a field that is not displaying in the right place, right-click it and select 'ShiftWithParent'. Repeat this for all the fields that are not printing in the right place.
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	===My report header doesn't display correctly. How can I have it restored from a backup?===		===My report header doesn't display correctly. How can I have it restored from a backup?===
	The ~~CommitCRM~~ Report Header can be edited to fit your businesses needs from '''Tools > Options > Reports'''. Once the header has been edited, this change will take effect on every report which displays a header section. In some cases, you may want to restore the customized header after you already changed it.		The RangerMSP Report Header can be edited to fit your businesses needs from '''Tools > Options > Reports'''. Once the header has been edited, this change will take effect on every report which displays a header section. In some cases, you may want to restore the customized header after you already changed it.
	The Header itself is saved in a file in your ~~CommitCRM~~ installation folder, and restoring it from a backup will return the original header you were using.		The Header itself is saved in a file in your RangerMSP installation folder, and restoring it from a backup will return the original header you were using.

	The report header file is located at '''\~~CommitCRM~~\DbSys\ReportHeader.Rtf'''.		The report header file is located at '''\RangerMSP\DbSys\ReportHeader.Rtf'''.

	* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.<br>		* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.<br>

	==See Also==		==See Also==
	*[[Charges#Using ~~CommitCRM~~ Charge Reports\|Charge Reports]]		*[[Charges#Using RangerMSP Charge Reports\|Charge Reports]]
	*[[Report Customization]]		*[[Report Customization]]

	[[Category:FAQ]]		[[Category:FAQ]]
	__NOTOC__		__NOTOC__

Dina at 18:29, 18 June 2020

2020-06-18T18:29:25Z

← Older revision		Revision as of 18:29, 18 June 2020
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	# Design the report layout and save your changes.		# Design the report layout and save your changes.

	We recommend on watching this [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video], where you can learn how to add a new customized report. You will learn how to change the report layout and how you can add new data fields to the report.


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	===I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?===		===I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?===
	It is very important to identify an existing report which can serve as the basis for the customized report you wish to create. You must take into consideration when choosing the report both its layout and its data structure. Every report has predefined data source relations and fields that can be selected.		It is very important to identify an existing report which can serve as the basis for the customized report you wish to create. You must take into consideration when choosing the report both its layout and its data structure. Every report has predefined data source relations and fields that can be selected.

	We recommend on watching this [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video], where you can learn how to add a new customized report. You will learn how to change the report layout and how you can add new data fields to the report.


	===How can I add new data fields and labels to a report?===		===How can I add new data fields and labels to a report?===
	To add new data field to a custom report, select a DBText button from the report designer toolbar and place it where desired in the report layout. With the newly created field selected, select the appropriate Data Field from the drop down list on the toolbar, which is located on the upper left corner.		To add new data field to a custom report, select a DBText button from the report designer toolbar and place it where desired in the report layout. With the newly created field selected, select the appropriate Data Field from the drop down list on the toolbar, which is located on the upper left corner.

	We recommend on watching this [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video], where you can learn how to add a new customized report. You will learn how to change the report layout and how you can add new data fields to the report.

Robert at 14:07, 29 August 2013

2013-08-29T14:07:36Z

← Older revision		Revision as of 14:07, 29 August 2013
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	The Header itself is saved in a file in your CommitCRM installation folder, and restoring it from a backup will return the original header you were using.		The Header itself is saved in a file in your CommitCRM installation folder, and restoring it from a backup will return the original header you were using.

	The report header file is located at '''\~~Commit~~\DbSys\ReportHeader.Rtf'''.		The report header file is located at '''\CommitCRM\DbSys\ReportHeader.Rtf'''.

	* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.<br>		* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.<br>

Sheli: /* How can I embed my company logo in CommitCRM reports? */

2012-07-23T11:33:32Z

How can I embed my company logo in CommitCRM reports?

← Older revision		Revision as of 11:33, 23 July 2012
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	===How can I embed my company logo in CommitCRM reports?===		===How can I embed my company logo in CommitCRM reports?===
	~~You~~ can ~~set/modify a~~ textual header (with your company name, etc.) for all reports ~~at once by selecting Tools > Options… from the main menu. In the Options window, go to the Reports tab~~ and ~~click on Edit Header.~~		The Report header can be designed with your textual header (with your company name, etc.) and your logo. The Report header is defined once for all reports and can be edited from the Tools menu. The Report header includes two parts: Text and Image (usually your Logo).

	~~You~~ can ~~brand CommitCRM reports with a customized image logo by customizing the reports.~~

	To customize CommitCRM reports, open the Reports windows and select a report you would like to customize. From the Reports menu, select Copy and choose a name for your new report. Check that the copied report is selected, and select Edit from the ~~Reports~~ menu. The ~~report designer opens.~~

	~~In order to allow an image to be displayed in the~~ header~~, you need to disable the textual header. To do so, move all the fields located above the Header title/band to below the Header title. Right-click the Header title~~ and ~~unmark the Visible option.~~

	To add an image to the report, click on the image button on the toolbar and draw a rectangle beneath the Header section. Right-click on the rectangle you have drawn and select Picture... > Load... and select your logo image file. (~~Please note that~~ your ~~logo needs to be saved as a ".bmp" file.~~) ~~Save your changes.~~

	We recommend on watching this [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video], where you can learn how to add a new customized report. You will learn how to change the report layout and how you can add new data fields to the report.

			See more details in [[Report_Designer_User_Guide#Reports_Image_Header\|Reports Image Header]].

	===I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?===		===I changed the report header using the Options window, but when I preview a report the new header is not there, What should I do?===

Sheli at 11:22, 4 May 2012

2012-05-04T11:22:52Z

← Older revision		Revision as of 11:22, 4 May 2012
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	===Advanced Use===		===Advanced Use===
	*[[Reports FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]		*[[Reports FAQ#How can I customize CommitCRM reports?\|How can I customize CommitCRM reports?]]
			*[[Reports FAQ#How can I delete a custom report?\|How can I delete a custom report?]]
	*[[Reports FAQ#I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?\|I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?]]		*[[Reports FAQ#I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?\|I want to create a custom report. How do I select the existing report I wish to copy for using as a basis for the new custom report?]]
	*[[Reports FAQ#How can I add new data fields and labels to a report?\|How can I add new data fields and labels to a report?]]		*[[Reports FAQ#How can I add new data fields and labels to a report?\|How can I add new data fields and labels to a report?]]
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	===How can I customize CommitCRM reports?===		===How can I customize CommitCRM reports?===
	To customize CommitCRM reports~~, open~~ the Reports window~~, select~~ the report you want to customize~~, select~~ '''Copy''' ~~from~~ the toolbar and enter your new report name. The copied report ~~will be~~ selected. ~~Select~~ the '''Design''' button from the toolbar, and the report designer will open.		To customize CommitCRM reports:
			# Open the Reports window
			# Select the report you want to customize
			# Click '''Copy''' on the toolbar and enter your new report name.
			# The copied report is now selected.
			# Click the '''Design''' button from the toolbar, and the report designer will open.
			# Design the report layout and save your changes.

	~~Design~~ the report layout and ~~save~~.		We recommend on watching this [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video], where you can learn how to add a new customized report. You will learn how to change the report layout and how you can add new data fields to the report.

	~~We recommend on watching this [http://www.commitcrm.com/videos/commit_report_designer_tutorial_video.htm Report Designer Tutorial Video], where you~~ can ~~learn how to add~~ a ~~new customized~~ report. ~~You will learn how~~ to ~~change~~ the report ~~layout and how~~ you ~~can add new data fields~~ to the ~~report~~.
			===How can I delete a custom report?===
			To delete a custom report:
			# Open the Reports window.
			# Choose the relevant Category and click the ''Custom Reports'' button beneath the Categories list to view the custom reports list.
			# Choose the custom report you want to delete.
			# From the main menu, choose ''Reports > Delete''.

Sheli: /* Advanced Use */

2010-07-04T12:32:23Z

Advanced Use

← Older revision		Revision as of 12:32, 4 July 2010
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	*[[Reports FAQ#How can I do calculations in CommitCRM reports?\|How can I do calculations in CommitCRM reports?]]		*[[Reports FAQ#How can I do calculations in CommitCRM reports?\|How can I do calculations in CommitCRM reports?]]
	*[[Reports FAQ#I customized a report and some fields are not printing in the right place. How can I fix this problem?\|I customized a report and some fields are not printing in the right place. How can I fix this problem?]]		*[[Reports FAQ#I customized a report and some fields are not printing in the right place. How can I fix this problem?\|I customized a report and some fields are not printing in the right place. How can I fix this problem?]]
	*[[Reports FAQ#My_report_header_doesn't_display_correctly._How_can_I_have_it_restored_from_a_backup?]]		*[[Reports FAQ#My_report_header_doesn't_display_correctly._How_can_I_have_it_restored_from_a_backup?\|My report header doesn't display correctly. How can I have it restored from a backup?]]

	<br>		<br>

Reno at 20:12, 27 November 2009

2009-11-27T20:12:08Z

← Older revision		Revision as of 20:12, 27 November 2009
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	*[[Reports FAQ#How can I do calculations in CommitCRM reports?\|How can I do calculations in CommitCRM reports?]]		*[[Reports FAQ#How can I do calculations in CommitCRM reports?\|How can I do calculations in CommitCRM reports?]]
	*[[Reports FAQ#I customized a report and some fields are not printing in the right place. How can I fix this problem?\|I customized a report and some fields are not printing in the right place. How can I fix this problem?]]		*[[Reports FAQ#I customized a report and some fields are not printing in the right place. How can I fix this problem?\|I customized a report and some fields are not printing in the right place. How can I fix this problem?]]
			*[[Reports FAQ#My_report_header_doesn't_display_correctly._How_can_I_have_it_restored_from_a_backup?]]

	<br>		<br>

Reno: /* My report header doesn't display correctly. How can I have it restored from a backup? */

2009-11-27T20:09:59Z

My report header doesn't display correctly. How can I have it restored from a backup?

← Older revision		Revision as of 20:09, 27 November 2009
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	The report header file is located at '''\Commit\DbSys\ReportHeader.Rtf'''.		The report header file is located at '''\Commit\DbSys\ReportHeader.Rtf'''.

	* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.		* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.<br>

	==See Also==		==See Also==

Reno: /* I customized a report and some fields are not printing in the right place. How can I fix this problem? */

2009-11-27T20:07:16Z

I customized a report and some fields are not printing in the right place. How can I fix this problem?

← Older revision		Revision as of 20:07, 27 November 2009
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	To solve this problem, open the customized report in the report designer, select a field that is not displaying in the right place, right-click it and select 'ShiftWithParent'. Repeat this for all the fields that are not printing in the right place.		To solve this problem, open the customized report in the report designer, select a field that is not displaying in the right place, right-click it and select 'ShiftWithParent'. Repeat this for all the fields that are not printing in the right place.


			===My report header doesn't display correctly. How can I have it restored from a backup?===
			The CommitCRM Report Header can be edited to fit your businesses needs from '''Tools > Options > Reports'''. Once the header has been edited, this change will take effect on every report which displays a header section. In some cases, you may want to restore the customized header after you already changed it.
			The Header itself is saved in a file in your CommitCRM installation folder, and restoring it from a backup will return the original header you were using.

			The report header file is located at '''\Commit\DbSys\ReportHeader.Rtf'''.

			* Please note that this file '''must not''' be edited manually! You must edit the header from '''within the application only''', using the '''Tools > Options window'''.

	==See Also==		==See Also==

Reno at 17:45, 28 October 2009

2009-10-28T17:45:59Z

← Older revision		Revision as of 17:45, 28 October 2009
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	[[Category:FAQ]]		[[Category:FAQ]]
	~~[[Category:KB\|FAQ]]~~
	__NOTOC__		__NOTOC__