Related Information Examples & Tutorials
Want new features? Check out the news on the latest version of Collect! available. Members can download new enhancements FREE! Interested in new features available but not currently on a Membership? Please contact us for pricing. Enhancements may be purchased separately.
“ Your service is the benchmark that others could only hope to reach when dealing with their customers ” Paul S.

How To Copy Reports To Master Database

This document deals with copying reports with in Collect!

If you would like to copy a report from the Demonstration database into your Masterdb database, perform the following steps.

1. Sign into Collect! in the Demonstration database.

2. At the Main Menu, pull down the Print menu and choose Customize Printing, Edit Report Templates.

3. The Report Definition list will display all reports available in your database.

4. Use the arrow keys to scroll and highlight the Report you would like to copy.

5. Pull down the Edit menu, and choose Copy. You will be notified that the Report has been copied to the Clipboard.

tip.gif To copy multiple Reports, use the arrow keys to highlight each item and press the spacebar. The item will appear yellow as you tag it and blue when you move off of it. To deselect an item, return to it using the arrow keys and press the spacebar again.

6. Click OK to close the Report Definition. Choose Quit to exit to the Welcome to Collect! screen.

7. At the Welcome to Collect! screen switch to your Masterdb database. The Database to Open field will now display "MASTERDB."

8. Sign into Collect! in the Masterdb database.

9. Repeat steps 2 and 3.

10. With the Report Definition list displayed, pull down the Edit menu and choose Paste. Your Report (or reports) will be pasted into the list.

11. Check the Report (or reports) that you copied to make sure it has all the information of the original.

Select A Whole List

If you want to select a whole list to copy, click in the list to a activate it and press CTRL+A. The whole list will appear blue. Follow all other instructions as given above.

tip.gif To deselect all selections or a whole list, pull down the Edit menu and choose ' Clear Tags'. All the blue highlights will disappear.

Check the sample reports and letters that ship with Collect! and visit our web site.

Top of page.

See Also

- How To Import A Report
- How To Export A Report

- Report Sample to view sample reports and letters
- Report Topics Index for a list of all report and letter topics

Top of page.

Was this page helpful? Do you have any comments on this document? Can we make it better? If so how may we improve this page.

Please click this link to send us your comments: helpinfo@collect.org

Collection Advisor
HIPAA One® Certified Seal
ACA Member DBA RMA