Advanced Reports for Relocation Specialist

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

Need to Update your Report Generator?

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.)

3349 numeric field overflow when using report generator

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.)