Creating Shortcuts to Frequently Used Reports

You can create shortcuts to frequently used reports and forms by assigning them to the Reports tab located in each Primary Task Workspace.They can also be assigned to a Print button on the View that is appropriate. List-style reports are better set up as a Reports tab shortcut because they are not specific to the details in a single record. Form-style reports are better as a Print button assignment because the details needed for the form are specific to the information pulled from a single data record.

CUSTOMIZING THE REPORTS TAB

Each Primary Task in Pontem’s Cemetery Data Manager software has three tabs: “View,” “Tools,”  and “Reports.”  These tabs are located on the left side of your program directly below the ‘Primary Task‘ navigation links.

The ‘Reports’ tab was designed to give users easy access to often-used standard or custom reports.  Customizations to the reports tabs are unique to each user of the software.  That means you may have different reports on your reports tabs than your co-worker if you desire.

 To assign desired reports to the Reports tab, follow these steps:

1.    Sign in to Pontem Cemetery Data Manager.

2.    Click Edit | Adjust Preferences from the Menu Bar.

3.    Expand the Reports category in the menu on the left.

4.    Click on Assignment.

5.    Select the Primary Task of the Report tab you would like to assign in the Where to Assign field (#1 above).

6.    Find the report you would like to assign in the Select a Report window (#2 above).

7.    Double-click the report title or click once and then click the Assign button (#3 above) to copy your choice into the Assigned To…. Window (#4 above).

8.    Repeat as necessary to assign additional reports.

9.    Click OK.

CUSTOMIZING A PRINT BUTTON

If the information from a single data record is needed to populate a “form-style” report, then the Print button of various views is the best place to assign a standard or custom report. Like the Reports tab, customizations to Print buttons are unique to each user of the software. That means you may have different reports on your Print buttons than your co-worker if you desire.

To assign desired report(s) to Print buttons, follow these steps:

1. Sign in to Pontem Cemetery Data Manager
2. Click Edit | Adjust Preferences from the Menu Bar
3. Expand the Reports category in the menu on the left
4. Click on Assignment
5. Select the Type of Assignment defined as Forms and Report Buttons (#5 in image above)
6. Select the specific button you would like to assign in the Where to Assign field (#1 in image above)
7. Find the report you would like to assign in the Select a Report window (#2 in image above)
8. Double-click the report title or click once and then click the Assign button (#3 in image above) to copy
9. Repeat as necessary to assign additional reports
10. Click OK