Setup Buttons

Report Setup Buttons

Load/Save

If your ministry is like most, you tend to need the same reports over and over. With the Load/Save report feature, you can now save the search criteria for an oft-repeated report along with its formatting and other options. What a time saver!

If you have previously set up the report you need, simply click the Load/Save icon, highlight the report in the list, and click Load.

Saved Report Window

If you have not yet created the report you need, you may set up the search and formatting options for the report first, then click Load/Save Report when you're ready to save and name the report. Or, you may click Load/Save Report before creating the report and use the Load Defaults feature as a starting point for your new report. There is a Saved Reports Window for each type of report, and you're likely to return to them often. The Saved Reports Windows are also where you find options to Replace, Rename or Delete previously saved reports.

 

 

Printer: To send your report to a printer, select Printer on the Select Report Destination window and click OK. You will then see your computer’s print dialog box. Make necessary setup adjustments and print the report.

Report File: To save your report as a report file, select Report File on the Select Report Destination window and click OK. Give the file a name, such as FCCDirectory, browse to select the desired location and click Save. This file format can only be opened by CDM+.

PDF: To save the report as a PDF file, select PDF on the Select Report Destination window and click OK. Give the file a name, such as FCC Directory, browse to select the desired location and click Save. This file format can opened by Adobe® Reader®, Adobe Acrobat®, Preview (Mac only) or any other program capable of rendering a PDF file. A PDF file preserves all your formatting of the report, including fonts, regardless of whether the computer it is opened on has that font file or not. This makes the PDF report option ideal for distributing reports via email to board or committee members.

Text File: To save the report to a plain text file (.txt) that can be opened by any program that can read a tab-delimited format (such as a word processor or spreadsheet), select Text File on the Select Report Destination window and click OK. Give the file a name, browse to select the desired location and click Save. This option preserves the original columns and spacing.
 
Clipboard: To save the entire report to the clipboard for copying and pasting directly into a document, select Clipboard and click OK. If you wish to only copy a portion of the report, first send it to the screen. Then drag your mouse to select the area of the report you wish to copy and click the Clipboard icon.
 
Drag your mouse to select the portion of a screen report to copy, then click the Clipboard icon.
 
After copying the report or portion of the report, switch to the destination program and paste. This option also produces a tab-delimited format that preserves original columns and spacing.