Using the Custom Report Generator
- Amy Blanchard
DVMAX allows you to generate custom reports that contain values stored in the different tables in the application. This document will describe how to use this feature.
Applies to: DVMAX v7.0.12 and higher
Open the list you'd like to use to generate the report (For example, Clients)
From the File pull-down, choose Print
From the list of print options, choose Custom
Add the columns request for your specific reporting needs
In DVMAX v8.8
In the Report Window, to the right of "Title, Format, Grand Total", right click in the empty space and select add a column
Right click on the column header that was added ([Clients]Last_Name) and choose Edit the formula...
In the Formula Editor window that opens, clear out the field at the bottom where it says [Clients]Last_Name.
In the Formula Editor window from the first column (below Master Table) scroll down and locate the field you'd like to include and double click on it, then click OK.
Continue this process to include all columns needed
In DVMAX v8.6 and lower
In the Quick Report Window, Make sure “related tables” is selected.
Double click on the first column you'd like to include
To add an additional column, click the columns menu at the top, then click add
Continue this process to include all columns needed
When all columns are added, from the File pull-down, choose Destination
Select Disk File
From the File pull-down, choose Generate. This will save the list as a .txt file
You can then open the file in Excel and save as a .csv file
*TIP - You can save this report as a .4qr file and re-load the file (using Save and Open options) if this is a report you generate on a regular basis.