IntelliTrack Stockroom Inventory - Manual (Page 348)

I NTELLI T RACK S TOCKROOM V 7.0
User Manual
320
Exporting Data
To export data with Microsoft Access, complete the following steps:
1. Specify the table or query containing the information to export. To
export item data, select the Inventory table.
2. Select External Data > Export > Export File Type from the menu
bar.
3. An Export dialog appears. Specify the name and path for the exported
file in the next form. Use the default name and path or specify another
name and path.
4. Select OK to finish exporting the file. The dialog prompts you to save
the export steps. If you want to save the export steps, mark the Save
export steps check box.
5. Click Close the close the Export dialog box.
Custom Reports
Microsoft Access provides a Report Wizard to guide you in creating new
reports. To use the Report Wizard, complete the following steps:
1. Select Create > Reports > Report Wizard. A Report Wizard appears.
2. Select a table or query from the pull-down list.
3. Follow the Report Wizard to make the selections to build the report.
You can view the report in Design mode to make modifications.
Adding
Reports To add the custom report to the Report menu complete the following
steps:
1. Select Tools > Customize > Reports from the menu bar.
2. Click the Add button.
3. Enter a name for the Report in the Title column.
4. Enter an optional description in the Description column.
5. Enter the name of the custom report exactly as named in the Access
Navigation Pane in the Name column.
6. Press Close (a value in the Query/Table name is optional).
7. Open the Reports table in Microsoft Access and find the Report ID
value for the new report.
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