Report Maker

In addition to the standard reports, PastPerfect provides a powerful custom report generator for you to create your own reports from scratch. To start the Report Maker, click the Report Maker button in the Reports section of the Main Menu.

The Report Maker Screen

The first screen, seen above, will display the list of all reports created so far with Report Maker, including the Report Name, the Report Type, and the date the report was Last Run. In the Sidebar on the left are the Report Types, which are the 29 PastPerfect database files from which you may create reports. Clicking on one of the Report Type buttons will display the reports of that particular type in the middle of the screen displays just the Objects reports.

You may create new reports based on any data in any of these Report Types. You may also modify or run an existing report from this screen, using the buttons at the top of the screen.

The Report Maker screen has the following buttons at the top of the screen:

Report Maker Objects Reports

Create New Report - Creates a new report in the selected Report Type. This command takes you to the Create New Report screen, which guides you through a step-by-step process of creating a new report. You must choose a Report Type for this button to be active.

View All - Displays reports created in all the different Report Types. You cannot create a new report in this mode.

Run - After selecting an existing report, this button becomes active. Click this button to run the report and choose to preview, print or export the results.

Modify - Allows you to change an existing report's name and description, filter statement, fields included on the report, sort order, and output options.

Copy - Makes a copy of the selected report. You may enter a new title for the report, then change the report's filter, output fields, sort order, or output options if desired.

Delete - Permanently removes the selected report.

Close - Returns you to the Main Menu.

Once a report is created, it will also be listed on the main Reports menu when you select the Reports button on the Main Menu. Report Maker reports appear with an asterisk before the report name.

Reports screen