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Personal Desktop - Reports in your Personal Desktop

To place a report in your Personal Desktop, first print the report to screen. The Button Bar of the report window contains an [Attachments] button: simply drag this button to the Personal Desktop.

To work with a report, use one of these methods:

  1. Click on the item in the Personal Desktop and select 'Open Record' from the Operations menu;

  2. Click on the item in the Personal Desktop and select 'OK' from the Record menu (or press the Enter key); and

  3. Double-click on the item in the Personal Desktop.
Whichever method you use, the report will be opened in a standard report window.

When you attach a report to your Personal Desktop, it will appear in the Personal Desktop with the name "File: report". Please refer to the Changing the Names of Items in your Personal Desktop page for details about changing this name.

When you attach a report to the Personal Desktop, the report is first printed to file and that file is then attached to the Personal Desktop. The report file is stored in the "Attach" folder that is in the same folder as your FirstOffice application. In multi-user systems, the "Attach" folder should be on the server. If you need to read the report later, you will effectively be reading the file, not producing the report again. The information it contains will be correct for the moment when it was originally produced, not for the moment when you are reading it. The report will be opened in a standard report window, so you can select 'Recalculate' from the Operations menu if you need to update the report to include the latest information in the database.

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The "Attach" folder must be present in the folder containing your FirstOffice application if you want to attach reports to your Personal Desktop. Do not rename any of the files in the "Attach" folder.