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R & R Windows - Level 2

Course Outlines

Course Schedule

Course Description

This course is geared for experienced R & R users to take them beyond basic reporting to more advanced levels.  Many users require the ability to create mail merge information using Microsoft Word and the ability to use Excel for different levels of processing. This course will include plenty of time for “real-life” report building projects where the group will work as a team.  The student will walk away with some powerful and useful reports by the end of this course.

Course Objectives

Ø      Learn to work with important Calculated functions.  These calculated fields add new information to reports that doesn’t exist in the PC Accounting databases. Total fields are also covered in more detail in this course.  Preprocessing report totals is a very powerful way to get a Total before the rest of the report is run.  Use this for figuring out percentages and other useful ratios for management purposes.

Ø      Learn how to produce mail merge letters in Microsoft Word and how to combine them with the data from the PC Accounting files.

Ø      Learn how to integrate and start using Microsoft Excel along with R & R to come up with more powerful information and reports.

Ø      Multi-scan reports are an important part of this course.  These are reports that start with the NAMES database and have you bring in data from more than one file, such as the LOANS file and the DEPOSIT file, and group them for the same member.

Ø      Learn to work with the R & R Runtime Shortcuts, which will automate reports so that they can be run automatically from the START menu of Windows.   

Course Length

Recommended Prerequisites

            2.0 days

The R & R Report Writer Level 1 class is highly recommended.  Experienced R & R Windows users can take this without taking the 1st level class.  Some experience with Word and Excel will be helpful.

 
 

Table of Contents

I Reviewing the Basics
A. Understanding the Line Band Types
B. Relating Another File in Reports
C. Some of the Other Fundamentals
II  Calculated Fields
A. Calculated Vs Total Fields
B. Creating Calculated Fields
C. Understanding R & R ‘s Predefined Functions
D. Commonly Used Calculated Fields
E. The IIF Calculated Field
III  Total Fields
A. Understanding Total Fields
B. Common Total Fields
C. Creating Total Fields
D. Placing Total Fields on a Report
IV Summary & Preprocessed Reports
A. Suppressing Record Lines
B. Preprocessed Reports
V Using Scope & Index
A. Setting the Master Index
B. Sorting & Selecting Using Scope
VI Integrating with Microsoft Word
A. The Concept
B. Exporting R & R Data for Microsoft Word
C. Merging the Export file in Microsoft Word
D. Merging DBF files Direct with Microsoft Word
VII Integrating with Microsoft Excel
A. Using Excel to Create Database Files
B. Setting Up a Database File in Excel
C. Using R & R to Create an Excel File
D. Exporting Data to Microsoft Excel
VIII

More on Linking Databases

A. Conventional Vs Multi-scan Reports
B. Creating a Multi-Scan Report
C. Report Layout for Multi-Scan
IX Shortcuts to Reports 
A. The Concept of Runtime
B. Setting Up a Report Shortcut
 

Relevant Links
R & R Windows Level 1
Our Services:
Accounting Software Support