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R & R Windows - Level 1

Course Outlines

Course Schedule

Course Description

This course is an entry level course that guides users through the process of designing basic reports using the PC Accounting set of credit Union data files.  Former R & R for DOS users who have not spent any time with the new Windows version will benefit from this course, as well as those who have had limited exposure to the Report Writer Windows program. The WYSIWYG feel and the Report Wizards make this program easy to jump into and start to use in a short time span.

Course Objectives

Ø      To become comfortable with the Windows GUI interface of R & R for Windows.

Ø      Learn how to design reports using the Wizard and learn to design reports from scratch. 

Ø      Learn how to change a report by adding in new fields and new line types and any other modifications to the content.

Ø      Learn how to do basic printing plus turn out a multi column report and mailing labels.

Ø      Learn the process of setting up a relational report that combines the data of more than one file.

Ø      Learn to work with Queries, a process which enables the user to select certain records from the large data files.

Ø      Learn to sort and group the report information into logical order.

Ø      To be introduced to Total fields and the use of Group level breaks to prepare reports that will provide summary information of numeric data.  

Course Length

Recommended Prerequisites

            1 day

A good working knowledge of Windows would be an asset. Previous experience with the R & R DOS will be beneficial.

 
 

Table of Contents

I Getting Started
A. What Is R & R?
B. Notes for R & R for DOS Users
C. The R & R for Windows Interface
D. Using the Right Mouse Button
II  Creating & Saving Reports
A. The Create New Report Dialog Box
B. Creating an Instant Report
C. Using the Report Wizard for Label Reports
D. Using the Report Wizard for Columnar Reports
E. Saving Reports
III  Closing & Opening Reports
A. Closing Reports
B. Opening Reports
IV  Working with the Line Band Area
A. Understanding the Line Types
B. Creating a New Band Line
C. Moving a Band Line
D. Deleting a Band Line
E. Changing Band Line Characteristics
V Working with Fields
A. Selecting Fields
B. Moving Fields
C. Inserting Database Fields
D. Deleting Fields
E. Working with Text Fields in Reports
F. Field Properties
VI  Previewing & Printing Reports
A. Previewing Reports
B. Printing Basics
C. Other Print-Related Commands
VIII  Choosing Records (Queries)
A. Queries Defined
B. Creating a Query
C. Editing & Clearing Queries
D. Pattern Matching in Queries
IX Relating Files for Reports
A. The Concept
B. Setting up a Database Relation
C. Changing and Deleting Relations
X  Sorting Reports
A. Sorting in Reports
B. Changing Sort Orders
XI Grouping Data in Reports
A. The Grouped Columnar Reports Wizard
B. Changing Grouping in Reports
C.

Working with Total Fields

Relevant Links
R & R Windows Level 2
Our Services:
Accounting Software Support