This program allows you to filter out any information that is stored on any members account within Curtains.
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The first screen allows the user the option to load the configuration file from a previously save exception report. If you have a previously saved report, click "Load" to browse and open your file. If you want to start a new report, click "Next" |
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This is the browse dialog box. You can select the drive and folder location of the file you want to open. Alternatively, if you know the location and your file name, this can be typed into the "File name" box.
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Step 2 (SQL version) is where the report limitations are set. You can select variables from six different pre-defined tables, by dropping down the box in the top left corner. The variables that are available from that table are displayed in the box just below. If you are testing on data held within the "MemberBalances" table, a shortcut bar will appear. The purpose of the shortcut bar is to allow you to test on any product code held within the "MemberBalances" table. Once the criteria has been set, click "Accept" to include this limitation in your report. N.B. This will create an reference which can use to report on the fields for the product code selected. |
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Step 2 (Access version) is where the report limitations are set. You can select variables from six different pre-defined tables, by dropping down the box in the top left corner. The variables that are available from that table are displayed in the box just below. Once a variable has been selected (Double-click to select), it will display in the first box below the grid. From the centre drop down box select the type of test to be carried out. In the last box enter the value which the variable will be compared against. Once the criteria has been set, click "Accept" to include this limitation in your report. |
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Step 3 (SQL version) If you have created limitations on any product code and now want to display information related to that product, you will see additional references on the dropdown list. It is important that you select the appropriate reference from the dropdown and not from the "MemberBalances" table. Step 3 (Access version) allows you to select the information which the report will display for the user. You do not have to display the same variables that were used on the previous screen. |
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Step 4 allows the user to set the order in which information will be displayed on the report. Any item that was selected in Step 3 can be used to order the report. |
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Step 5 allows the user to either "Preview", "Print", "Output" or produce "Letters" with the information that has been filtered out. |
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