Reports defined in Reports Setup and assigned to users will be available through the Reports menu option.

 

Figure 4: Accessing Reports from the main toolbar

 

Pressing Reports will open up a report listing, which includes two sections: An upper section that lists system-generated documents that require specific data that the application passes to the document generator and a lower section that contains all general purpose reports, documents, and forms.

 

The upper section includes a link to a separate listing of documents defined with a Report Type of “Letters.”

 

Figure 5: Reports menu

 

System-generated documents (all those in the upper section, including Letters) may require that a record be opened within MoversSuite otherwise the report generator may return an error. 

 

Selecting a document defined with a Report Type of “Letters” will cause the program to open a Microsoft Word window to display the generated content.

 

Otherwise, the application will open a Report Viewer, displaying the contents of any Reporting Services and Crystal Reports documents.  Often the report will generate the output automatically, but the user has the option to reset the parameters and can re-run the report using the View Report button.