In this exercise, you will run a Crystal report in iMIS that will store and save the report data to the Job_Record table.
1. Open iMIS.
2. Select Customers> Generate reports.
3. Select the Rosters report type.
4. Select Member Index (Class).
5. Click Set Report Destination, and select Screen.
6. Click Run to open the Member/Contact Selections window.
7. Accept the defaults, and click OK. The report displays in the Crystal Preview window.
8. Close the report.
To view a report from Print Manager
All stored reports are kept in the Job_Record table and are assigned sequential numbers. The reports are saved in the directory designated in the System Setup window (select File> System Setup) and are stored in files labeled asi#.rpt. The Print Manager displays only those reports that the current user has run. Only users with a system management access level of eight or higher can view all reports.
1. Open iMIS.
2. Select File> Print Manager. The Print Manager displays a list of stored reports with the following columns:
□ Title (report title)
□ User (the user who ran the report)
□ Run Date (the date the report was run)
□ Expire Date (the date the report will be purged from the Print Manager)
3. To view the report, double-click the report title, or select the report title, and click View the report. The Crystal Preview window opens. Print the complete report or select a range of pages to print.
4. To update the list, click Refresh report list.
5. To delete a report from the Print Manager, select the report, and click Delete the report(s). To select multiple reports, hold down the Shift key (to select a range) or the Ctrl key (to select individually) on your keyboard.