Adding Your Report, Form, or Query to Menus
There are several ways to add your report to the menus in Prime. The information goes into the subReportsList table and is shared by all three report finding screens.
i) Go to the Reports Ribbon Bar Choice and click on Add Your Report.
ii) You can also go to the Report Selector section called Search for / Add Reports. Then click on Add Your Query / Form / Report.
iii) On the Preview Search screen, go to the Preview screen and hit the Toggle Buttons button.
From the Add Your Reports Form
1) Enter the report, form, or query name you created, e.g., QKCW_JamesXXX
2) Give it a description, e.g., James Agency Info
3) Indicate what table you want to base this report on, e.g., Agency (Note: You can select to run your report from a second location, such as Error Check. In order to do this, you must drop into the table subReportsList. Find the report name and under RLOther column, type in the second location.)
4) Select how you enter your criteria, e.g., qbfAgency (Agency Criteria Screen), Prompt (Prompts for Criteria), srchAgency (Agency Search screen), etc.
5) Indicate if the report can be run from the report finder screens, such as Preview Search screen. Some reports will only run from one location, such as search screen print forms.
6) Indicate which version of Prime you created this report in. If you use the initials of your office for custom reports, it makes finding your reports easier.
7) If you get a screen shot of your report, save it as a .jpg file in an 800 x 600 format, you can add this screen shot and save it. In order to see this preview on the Report Preview or Tree View, you must go to the Get JPG From Disk button and follow the instructions.
Distributing the Report
If you modified your front-end by adding a Report, Form or Query, it only resides on your computer. Adding it to the menus, only shows the name and preview on the search screen. It isn’t on everyone else’s computer. You can share this three ways: 1) Create your report in the master copy of the front-end that gets pushed out to everyone. The next time the front end is pushed out, everyone will have your report.
2) Use the External data menu choice on the Ribbon Bar to import the report into the master copy.
3) Use your copy of the front end as the master copy and push that out to everyone else’s computer.
Restricted Reports
As mentioned previously in this documentation, you need administrative rights to run reports in Prime. However, you need additional rights to run the restricted reports. For example, if you have admin rights for: 1) Donations (Fund Raising),
2) Grants
3) Trust
4) Staff Members