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Touch Tips
Linking a report to a module Reports menu
Clarity Professional contains reports that are stored in folders in the Reports module. Reports can be connected to each of the modules so that they can be launched from the Reports menu at the top of the screen. In this issue we will be looking at how to link a report to the Reports Menu within a module.
When the software is shipped and first installed some of the menus contain 'built-in' reports, these can be added to or removed using the instructions below. The Reports menu selection is available in most modules.
To link a report to the Reports menu:1. Make sure you know which folder the report is stored within
2. Make sure Clarity Professional is closed down
3. Open the Clarity Administrator software
4. Select the Reports tab
5. Select the module to which you would like to add reports
6. Use 'Add Printout' to add a report
7. To remove a report, select the 'Type' drop down menu and select 'None'
8. It is possible to link a whole folder to a menu selection
9. Click 'Save changes' if you are happy with the selections made, otherwise select 'Cancel
changes'. The 'Clear All' button is a quick way of clearing the list.
All users will see these reports, so it is important to be sure they are the reports that you would like them to view.
You can make these changes whilst other users are using Clarity.
In order for users to see these changes, they must close down their Clarity software and re-open their session.
In order to view the changes you have made, restart your Clarity software.
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Touch Systems Ltd
7 The Pavilions, Cranmore Drive, Solihull,
West Midlands,UK, B90 4SB
Tel +44 (0) 121 248 2448 Fax +44 (0) 121 248 2450 |
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