
Generating reports
77
P0887496 01 Norstar PC Console 1.1 User Guide
To cancel a selection you made, press the
Esc
key or click
Cancel
. The
Period
group box
information is not changed.
Clearing a date
A date can be cleared by deleting the contents of the edit box. A cleared edit box does not
count as a date, and thus does not restrict the range of the other date by the above mentioned-
rule.
Note:
The
To
and
From
date edit boxes are active provided a valid
database is selected and a Report Type is selected that
requires a Report Period to be defined.
Selecting employees and customers for the report
Some report types, especially those dealing with call data, allow you to choose sets of
employees, customers, or both, for which the data are summarized in the report. Reports
make only those categories available which are appropriate to the report type you chose. If
your Report Type does not need or allow these selections, the
Employees
and
Customers
selection areas remain inactive and you can move on to the next step.
To select the
Employees
or
Customers
:
1. Click on either
Employees
or
Customers
. This displays the
Employee
or
Customer
Record Selection
dialog box.
Note:
The first time you click one of these buttons after connecting
to a database, a wait cursor appears while Reports builds the
directory. Afterward, and whenever the button is clicked, a
pause follows while Reports creates and fills the dialog box.
This pause is to be expected, especially for large directories.
After the pause, the
Selection
dialog box appears.
2. The
Selection
dialog box consists of a list of Employees or Customers. For Customers,
the list consists of a single column, the Customer’s Company Name. For Employees, it
consists of several columns, such as last, first and middle names, and telephone
extension. These columns can be resized by dragging the column header edges in the bar
at the top of the list.
3. You can choose either a single item or multiple items. Selected items appear with a blue
background running behind their boxes. Choose a single item by pointing and clicking on
it. Choose multiple items by holding down the
Control
key while selecting the items you
want. Up to 100 items can be selected from the list. If you require more than 100 items,
consider doing several reports with different selection lists, or using the
All
button.
4. Click
OK
. The
Customer
or
Employee Record Selection
dialog box closes and the
related
Selection
list box displays only those items selected from the dialog.
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