Customize queries, reports, and labels, Adding a customized query – IntelliTrack Stockroom Inventory User Manual

Page 101

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Chapter 5

System Setup

73

Customize Queries, Reports, and Labels

You can customize the application to meet your requirements. This flexi-
bility includes integrating customized reports and queries into the applica-
tion. For example, if you create a customized report in Microsoft Access,
you can add that report to the Reports form so that it appears seamlessly
integrated, as though the report was originally shipped with the applica-
tion. Creating a custom report or query requires a full version of Microsoft
Access. IntelliTrack DMS v8.1 supports Microsoft Access 2007 and 2010*
(*Microsoft Access 2010, 32-bit version only). Creating a custom label
requires a full version of NiceLabel software.

Adding a
Customized
Query

The application ships with pre-defined queries; these cannot be altered or
deleted. However, custom queries (forms) created in MS Access may be
added to the application at the Customize Queries form. Once added, the
query will appear as a query option in the Queries form. Use this form to
add custom queries (forms) to the application. (Please refer to your Access
documentation for more information on creating forms.)

Important: To add a new query, you must have a working knowledge of
Microsoft Access. For more information, please refer to

“Custom Queries”

on page 365

.

To add a customized query option to the Queries form in the application,
select Tools > Customize > Queries option in the ribbon to reach the Cus-
tomize Queries form.

The Customize Queries form appears.

1.

In this form, click the Add button to add a query to the application.
(Please refer to your Access documentation for more information on
creating forms.)

2.

For the query that you created, enter the query title in the Title field.

2289.book Page 73 Thursday, July 7, 2011 5:10 PM

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