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This text refers to program version 6.2  

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. The name of the report will appear in the list of Attachments with the prefix "File:".

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. Double-click on the item in the Personal Desktop;

  3. Click on the item in the Personal Desktop and select 'Save' from the Record menu; and

  4. Click on the item in the Personal Desktop and press the Enter or Return key.
Whichever method you use, the report will be opened in a standard report window.

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 or directory that is in the same folder as your Standard CRM application. In multi-user systems, the "Attach" folder will be on the server machine, in the same folder or directory as the Standard CRM server application. 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.

!

Do not move the "Attach" folder or directory, and do not rename any of the files that it contains.

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