PracticeMaster Q&A: Using Primary Indexes with Report Writer

April 2019    Tags: , ,

We have created several custom reports in Report Writer. However, we noticed a report that pulls information from the Client file prompts for a Client ID range by default. Is there a way to prompt for a different range instead?

The Report Writer default range prompt is based on the Primary Index selected when creating a new report. If you want the report to default to selecting clients by different values, then you select a different index. However, if an index for the desired range does not exist, you must create a new index in order to have a report with this range.

To change the index on a Report Writer Report

  1. From the Reports menu, select Report Writer.
  2. Select the report you want to change and click the Modify button. (Note: If the Editor column shows Wizard for the selected report, you must click through the wizard and then click the Editor button.)
  3. On the Main tab of the Report Writer Editor, select the desired Primary Index.
  4. Press Ctrl+S.

To create a new index

  1. From the Maintenance menu, select File Maintenance.
  2. Select the file to which you want to add the index and click OK.
  3. From the Index tab:
    1. Press Ctrl+N.
    2. Enter an Index ID for the index.
    3. Enter the desired Description.
    4. In the Order by field, select the field you want to use for the Report Writer’s Primary Index field.
    5. Click Done.
  4. Close File Maintenance.

You can now change the Primary Index in the Report Writer report.

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