Creating an Electric Report




To create a new Electric Report you will complete two main tasks: (1) Creating/setting up a Layout and (2) Creating/setting up an Image. Generally, you will be adding new Electric reports that are similar to reports you have previously setup. These instructions will assume you are creating a new Electric report using a previously set up layout and image.
To create an Electric Report:

    PART I: Set up the Layout:
  1. Open the Electric Report application.
  2. Select the Layouts option
  3. In the Available Layouts list, select a layout that is setup similar to the one you want to use, and click the Add Icon.
    The Add Layout dialog box appears.
  4. In the New layout name box, enter a name for the layout.
  5. Select the Copy from Layout check box and click OK.
    The Edit Layout dialog box appears.
  6. Now you'll set up the layout. Options are provided on three tab dialog boxes:
    Configuration tab - The options on this tab enable you to specify the column information, the report format and the report data label.
    Columns tab - The options on this tab enable you to configure the report columns; including, the data to calculate and display in the columns, the column titles, and special symbols and database fields to display in columns.
    Header/Footer tab - The options on this tab enable you to configure an Electric report header and footer to display on each page of the report.
  7. When you have finished setting up the layout, click OK.
    The Electric Report main window appears.
    PART II: Set up the Image:
  1. Select the Images option
  2. In the Available Images list, select an image that is setup similar to the one you want to use, and click the Add Icon.
    The Add Image dialog box appears.
  3. In the New image name box, enter a name for the image.
  4. In the Use Layout box, click the arrow and select the layout you created in Part I.
  5. Select the Copy from image check box and click OK.
    The Edit Image dialog box appears.
  6. Now you'll set up the image. Options are provided on three tab dialog boxes:
    Where tab - The options on this tab enable you to specify: where the report is sent, the report format (file type and font), and the application to use when automatically opening a generated report.
    What tab - The options on this tab enable you to choose the Account or List on which to report.
    When tab - The options on this tab enable you specify the report period.
  7. Click Save.
    The report image is saved.
    The specified report period is not saved with the image. If you are going to Autoload the report, you will set up the report period in the Autoload Scheduler application.
  8. Do one of the following:
    Click Autoload to set up your report for an Autoload
    Click Print to immediately run the report.
    Click Close to exit the Edit Image dialog box.
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