Executive Reports

Executive Reports allow you to save frequently used MS Access reports in an easy to find location and access them from the Easy Rides Utility just like you would the built in Easy Rides reports.

Accessing Executive Reports

The new Executive Reports feature will be easily accessible as the last item in the Reports menu of Easy Rides Utility.

menu

First Look

When you open Executive Reports for the first time it will look like this.

first look

The first thing you will want to do is start adding reports to the list of Frequent Reports on the right-hand side.

Selecting Active Folder

First you will need to select the folder where your Microsoft Access report files reside. The currently selected folder is listed in the text-box in the top-left of the form. The selected folder can be changed by typing directly in the text-box or by clicking the ‘…’ button and browsing to the desired folder.

selecting folder

If the folder listed does not exist or is inaccessible the red icon to the left of the text-box will be visible. Clicking the ‘…’ button will open new window where you can browse to the desired folder. You will want to highlight or open the desired folder then click ‘Select’. Please note: only folders, not files, will be shown in the new window. Here you only need to select the folder that contains your Microsoft Access files.

selecting folder 2

Viewing Available Reports

Once you have selected a folder the Microsoft Access files it contains will automatically be listed in the Available Reports box, in alphabetical order.

Next, click on the Access file that contains the report you would like to add to your Frequent Reports. When you select an Access file all of the reports and queries it contains will automatically be listed in the box directly below, in alphabetical order.

viewing available reports

Search & Refresh Available Reports

In order to more easily find the report you’re looking for you can use the search box just above the available reports. Your search will be applied to the listed reports as soon as you start typing and is not case sensitive. You can refresh the listed reports using the blue button to the left of the search field. This may be useful for reports stored in a shared location. The icons shown next to available reports indicate whether the object is a Report or Query and are the same as used by Microsoft Access.

search and refresh

Adding Reports to Frequent

Once you’ve located the report you would like to add to Frequent Reports just drag and drop it into the Frequent Reports box on the right-hand side. Repeat this to add as many reports and queries to Frequent Reports as you like. Please note: when you add a report to an existing list it will be added at the location where it is dropped. Drop the new report below the Frequent Reports list to add it to the end.

adding frequent reports

Managing Frequent Reports

Items can be removed from your Frequent Reports using the red ‘X’ button. Just select the report you’d like to remove and click the button. If you forget the function of the remove button you can hold the mouse over it to see its label. Frequent Reports can be searched using the text-box directly above the list. Your search will be applied the same way as for available reports. To change the order of your Frequent Reports list just drag and drop an item within the list.

manage frequent reports

Once you’ve built a list of Frequent Reports printing or viewing a report is easy. Select the report or query you’d like to run in your Frequent Reports list, then click ‘Preview’ or ‘Print’. You will be prompted to enter any variables the report needs, as shown.

print report

Saving Changes

When you exit Executive Reports, whether using the close button or the red ‘X’ in the top-right of the window, you will be asked if you would like to save. Saving will record the contents and order of your Frequent Reports list as well as the current Executive Reports Folder if it is accessible.

saving changes

Returning to Frequent Reports

When returning to Executive Reports the existence and accessibility of each item in your Frequent Reports list is checked. Frequent reports that cannot be found or that the current user does not have permission to access will be shown in red and cannot be run.

returning