Report Images Help with Report Selection

December 19, 2013 — Happybodyfood

For years, ReloSpec has had a growing number of great reports.  There are Standard and Advanced reports and many variations of each.  The good news is that the variations make it easy to have the report you need with the fields, filters and components you want.  The bad news is that, especially for people new to ReloSpec, with so many it is difficult to find the report(s) you need.

The REPORTS page now displays an image of the report in the right-had column.  And, if the image is difficult to read, you click the image and view the sample report in a larger format.  Over the next few days we’ll be adding an image for each of the Advanced reports.  There are more than 80 of them today.

The REPORTS page still includes a separate ‘View Sample’ link in the second column which will open a full PDF version of the report.  So, if the sample report has multiple pages you’ll still be able to view all pages if you want to.  And, you can still click the ‘Add to Favorites’ link and add the selected report to your list of Favorites.

We hope you’ll find these report images easy to use, and that they’ll be helpful in locating the report you need.  As always, if you need help locating the perfect report, let us know.  We’re here to help.

Posted in Referral List Page, Report Generator, Reported Issues, Reports, Tips & Tricks. 3 Comments »

Six New ADVANCED Reports Now Available

January 21, 2013 — Happybodyfood

Six new Advanced reports are now available for Relocation Specialist, making it easier than before to get the report you need.  The new report names all begin with “Incoming/Outgoing…” meaning that only records that sent or received (or both) within the Date Range are included.  They also allow for NULL values, meaning that records that may not have a value in the Category/Affinity or Network/Anagram or Office field will still be included in the report if the other selection criteria such as Date Range, Type and Status are met.

Here is a brief explanation of ReloSpec REPORTS.

What are Advanced Reports?

  1. Advanced reports are run entirely over the Internet (do not need additional software to view/print)
  2. They can be exported to a PDF file, Excel or Word
  3. Once saved as a PDF they may be emailed to others as attachments
  4. Advanced reports include a ‘Sample’ that may be viewed to display what to expect.  Just click the ‘View Sample’ link
  5. Names of Advanced reports indicate what records will be included
    1. “Activity…” reports will include records sent/received AND records that closed within the Date Range
    2. “Closed…” reports include records that closed within the Date Range
    3. “Incoming/Outgoing…” reports include records that were either sent or received or both, depending on the selection criteria
    4. Other reports start with different titles, depending on their specific function, such as “Scorecards..” for agents and offices
  6. Advanced reports are where most of the development occurs due to considerations such as formatting issues and smart phone use

What are ‘Standard’ Reports?

  1. Standard reports may be accessed over the Internet, but do not have the same formatting as the Advanced reports.  Page numbers, column headings are other considerations may be missing with Standard reports.
  2. Entering filtering criteria is not always as easy with Standard reports.
  3. Very little new programming is done with the older Standard reports, though they remain popular with many and there are no plans to disable them.

What about the ‘Miscellaneous’ Reports?

  1. The Miscellaneous reports are ones that are unique to certain situations.  For example there are many reports that are available only to members of Cartus.  They are included in the this section
  2. Some customers have their own customized reports that fall into this section

What are the new Advanced Reports now available?

  1. Incoming/Outgoing by Category/Affinity
  2. Incoming/Outgoing by Firm
  3. Incoming/Outgoing by Network/Anagram
  4. Incoming/Outgoing by Office
  5. Incoming/Outgoing by Referral Status
  6. Incoming/Outgoing by Referral Type

 

Check out the new reports by clicking REPORTS from the Referrals List page, then browse the ones starting with “Incoming/Outgoing…” and click the ‘View Sample’.  You’ll see a quick view of what to expect.

 

Posted in 411, Report Generator, Reports. 1 Comment »

Advanced Reports for Relocation Specialist

January 5, 2011 — Happybodyfood

Advanced Reports for Relocation Specialist

Today we’re announcing the availability of Advanced Reports.  This exciting new feature comes as a free upgrade for all Relocation Specialist users who previously purchased the Report Generator software. 

The new Advanced Reports are completely web-based and include new features not available before.  For example:

  • Nicely formatted reports may be saved or viewed in PDF, Excel or Word formats
  • May be printed or emailed as needed
  • Reports include column headings, groupings with subtotals and bar charts
  • Certain reports will compare current to ‘year ago’
  • Other reports include all activities In/Out plus Sales within same date range in the same report!

During the next few weeks, additional reports previously in the Report Generator will be added to the Advanced Reports list. 

To view the new reports, click the REPORTS link on the left side of the Referrals List page.  NOTE:  For right now, it is common for the first Advanced report to take up to 30 seconds to open.  So, be patient for that first one.  After that, response times are much faster.

To view the Advanced Reports (12-minute) training video, click here

To view the Training Videos page for a listing of current videos, click here

All ‘Standard’ reports you’re used to seeing are still available under the Category “Standard”.  All new Advanced reports are available under the Category “Advanced”.  All reports on the REPORTS page are grouped first by Category, then by report name alphabetically.

We appreciate the many suggestions from our valued customers which have led to the Advanced Reports option, and look forward to serving you better throughout the new year!

The Relocation Specialist Team

Posted in Report Generator, Reports. Tags: , . Leave a Comment »

Need to Update your Report Generator?

May 14, 2010 — Happybodyfood

To update your Report Generator software to a new version, you must first know which version of Microsoft Access your Report Generator uses. The two possible versions of Microsoft Access are: 1) Access97, (for users that do not have Microsoft Access on their computer) 2)Access2000 or higher for those that have Microsoft Access 2000 or higher already installed on their computers.  To determine which version you are using, start Report Generator and look at the Main Menu page. The Microsoft Access version will be listed on the page.  

Once you know when version of MS Access you are using, do the following:

1. From the Main Menu of Relocation Specialist Web Version click UTILITY SETTINGS. The Utility Settings page will open.
2. From the Utility Settings page, click ‘Report Generator’. The Report Generator page will open.
3. Click the Report Generator link. The Report Generator  page will appear.
4. Click the Install and Update Software link.

 5. Click the link labeled ‘Report Generator (for use with MS Access97)’ if you are using MS Access97 or you have installed the Access Run-time version. Click ‘Report Generator for use with MS Access2000 or later’ if you are using MS Access2000 or later. The File Download box will appear.
6. Click SAVE, then save the file to ‘C:\Program Files\ReloSpec’ on your local hard drive. You will be replacing the file of the same name.
7. Close the Report Generator page. You will be returned to the Utility Settings page.

NOTE:  With Report Generator v7.0 or higher you will NO LONGER USE ‘Roster’ or ‘Roster 2’ to filter the records.  Instead you will be using ‘Report Generator’ or ‘Report Generator 2’.  All other steps are the same.  (This is so that those who have not upgraded to the new version can continue using ‘Roster’ with the old version until they upgrade.  Though ‘Roster’ and ‘Report Generator’ look and act the same, there are more fields in the ‘Report Generator’ report that are used by the new version 7.0 or higher.)

Posted in Report Generator. Tags: . 3 Comments »

3349 numeric field overflow when using report generator

February 5, 2010 — Happybodyfood

If you receive this error code while using report generator it means you need to update your current version of report generator.

  Report Generator How do I update Report Generator to a newer version? To update your Report Generator software to a new version, you must first know which version of Microsoft Access your Report Generator uses. The three possible versions of Microsoft Access are: 1) Access97, Access2000 or higher, or the Run-time version of Access97. To determine which version you are using, start Report Generater and look at the Main Menu page. The Microsoft Access version will be listed on the page. Once you know when version of MS Access you are using, do the following:

1. From the Main Menu of Relocation Specialist Web Version click UTILITY SETTINGS. The Utility Settings page will open.
2. From the Utility Settings page, click ‘Report Generator’. The Report Generator page will open.
3. Click the Report Generator link. The Report Generator login page will appear.
4. Click the link labeled ‘Report Generator (for use with MS Access97)’ if you are using MS Access97 or you have installed the Access Run-time version. Click ‘Report Generator for use with MS Access2000 or later’ if you are using MS Access2000 or later. The File Download box will appear.
6. Click SAVE, then save the file to ‘C:\Program Files\ReloSpec’ on your local hard drive. You will be replacing the file of the same name.
7. Close the Report Generator page. You will be returned to the Utility Settings page.NOTE: With Report Generator v7.0 or higher you will NO LONGER USE ‘Roster’ or ‘Roster 2’ to filter the records. Instead you will be using ‘Report Generator’ or ‘Report Generator 2’. All other steps are the same. (This is so that those who have not upgraded to the new version can continue using ‘Roster’ with the old version until they upgrade. Though ‘Roster’ and ‘Report Generator’ look and act the same, there are more fields in the ‘Report Generator’ report that are used by the new version 7.0 or higher.)
Posted in Error Codes, Report Generator, Reported Issues. Tags: . 8 Comments »

I am saving my Report to Rept Gen, but when it opens it is not the information I requested?

April 7, 2009 — Happybodyfood

When you save your Report please make sure the destination is correct.  It MUST be: c:drive/programfiles/relospec floder…..run and save the report to this location and 99% of the time you will find this was the problem.

Posted in Report Generator. Leave a Comment »

Your Report will not save nor open, you get an Excel Spreadsheet instead.

April 7, 2009 — Happybodyfood

If you are not being prompted to Open or Save the report when you click on Download please follow these steps.

 

1)      Double-click on My Computer

2)      Select Tools then Folder Options form the menu bar

3)      Now select folder tab that reads File Types

4)      Scroll down through the programs until you find XLS

5)      Once it is found & highlighted, select the Advanced tab on the bottom of the page

6)      At the bottom of this box you will see three options with check boxes next to them       

a.       Make sure the first Confirm Open after Download is checked

b.      Make sure that the next two boxes are unchecked

 

            Click OK, and then Close.

Posted in Error Codes, Report Generator. Tags: . Leave a Comment »