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RepAddNew

Learn how to load new report templates into the Amlib client.

Load templates

Any new/customised reports template needs to be saved somewhere that can be accessed by every workstation, such as the Amlib/Reports folder on your Amlib server.

To add them into the Amlib client:

  1. Launch the Amlib client.
  2. Go to Main > Reports > RepAddNew. The Report Files window will open.
  3. From the Report Entity drop-down, select the appropriate module for your report (e.g., Circulation).
    Report Entity filter
  4. Click the F1 New button. The New Report File window will open.
    Circulation - New Report File window
  5. Enter an appropriate Description (e.g., Overdue Notice (Letter)).
  6. Template – click the Browse button. The Choose Report window will open.
    Choose Report window
  7. Navigate to the Amlib/Reports folder on your Amlib Server (if the template has been loaded onto your PC – then navigate to the local folder).
  8. Files of type:
    • Select Custom Report Templates (*.qrp) for customised templates.
    • Select System Report Templates (*.qrp) for all standard system templates.
  9. Locate the template to be loaded and highlight it.
  10. Click the Open button. The template will be selected the Choose Report window will close.
  11. Choose Type – it is essential that the appropriate type be chosen that this will inform how your template operates and the information that is sent to it – in this example: Continuous - Full descriptions has been selected. Note that the Type will be the same as the original template the edited version was based on.
    Choose Type field
  12. Message – Leave blank.
  13. Default Stats Code – it is possible to collect statistics on the number of times that this report is run by adding an entry into the Statistics Codes table (Main > Supervisor > StatsParams) and then adding the Stat Type into the Default Stats Code box – this is optional and may be left blank.
  14. Default Detail Stats Code – it is possible to collect statistics on the number of individual notices that a particular report generates by adding an entry into the Statistics Codes table (Main > Supervisor > StatsParams) and then adding the Stat Type into the Default Detail Stats Code box (not available for all modules) – this is optional and may be left blank.
    Statistics Codes window
                                                           ↓
    Default Stats Code and Default Detail Stats Code
  15. Update History (Y/N) – it is possible to retain a record of the report having been generated – for example: the above Overdue Letter report can add a record of the overdue being printed to the Borrower History of affected patrons.
  16. Update Entity (Y/N) – this field can be used to update the status or alter a parameter of a record – for example: an account may be generated for an overdue circulation report.
    Circulation - New Report File window
  17. Click the F3 Update button.
  18. Close out of the Report Files window. The template is now loaded into Amlib.

Final steps

  1. Open the correct report module where you want to run this report from Main > Reports > RepXxxxxxxxx.
  2. Click F1 New. Scroll down the list of templates, locate and highlight this new one you just added [ they are alphabetically arranged, so if you remember the name you gave it, it will be easy to spot. Otherwise look down the right-hand column till you spot the template you added xxxx .QRP > highlight it then click > Select.
  3. It has now been added to Rep xxxxxxxxx module you chose, but you will still need to give it a description now.
  4. Click F3 Save.
  5. Highlight it again and now you can set up your F7 Where statements you require. Select F3 Save. Now you are ready to run this new report.

 

 

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