Customised Reports

The next step is to tell Loan Performer that you have created these files and where to use them. To do this you go to System->Configuration->Custom Reports. A screen will appear looking as follows:

• Report Number: Enter the number that will be assigned to the report,e.g., "1".
• Only reports on: From the drop down list, select the menu item to link this report to, e.g., "Clients".
• Name of the report: Enter the name by which the report will be referred to as, e.g., "Special Clients Report".
• Menu Item: Select the report that you will use as a basis to customize your report, e.g., "Report on Clients".
• Page: Specify the number of pages that your report should have, e.g., "1".
• Popup message if selected: Enter a message that will be displayed whenever this report is accessed, e.g., "Treat these clients as special".This message will give additional information about the report.
• File name: This is the name under which the file name will be stored, e.g., "MyClientReport".. It is the name of the file that was created as a copy of the Example file in the Report Templates folder.
• All reports are stored at: Enter the path to the folder where the reports will be stored, e.g., "C:\LPF81204\REPORTS"

Click on the Add command button to save the new report and on the Closecommand button to exit.

Note that the added report will now appear as one of the formats under the Report Formats of the Menu item selected above, e.g., "Report on Clients" menu.

To design or make changes to the reports, you need to be logged on as a Supervisor in Loan Performer, you will then also see the following symbol “>>”. This symbol is to access the design of the report. It is not visible for non-supervisors and for the Standard Loan Performer reports it is not active.

Click the " >>" to enter into the design mode. Note that Loan Performer will now have an additional module called Report:

You can click Quick Report for you to add the headers and fields to your report. The Quick Report dialog will be displayed.

Click on the Fields command button to continue. The Field Picker dialog is displayed.

From the All fields section, select the fields that you want to appear as column headers in your report and click on the Move command button to transfer them to the Selected fields section. See above. .

Click on the OK command button to continue. A report designer will be generated with the selected fields appearing as headers in the Page Header section. See below:

You can now modify them as you like: remove certain header/fields, rename headers, add other fields using Insert Control, under the Report menu. You can also preview the designed report with the option Run Report or you can just send to a printer.

Click on the Close command button to close and save the report for future use.

You will be moved back to the Report on Clients dialog. Click on the OK command button and the report will be generated. See below:

Click the Close command button to exit the menu.

Note that all this can be done without needing to buy Visual Foxpro 9. With Foxpro 9 you have more flexibility and you would not need the Loan Performer interface to access the report. However the report menu items are the same as what you get in Loan Performer.