Problem


Some users want to save a customized report into Report Generator so it shows on their report list.

Products Affected: Membership Plus

Versions Affected: Any

Solution


 To save a customized report
  1. Save the received customized report file to your preferred folder. (Ex: My Documents, Desktop, etc).
  2. Perform a Membership Plus Backup, including reports.
  3. On the Welcome window,  click Reports.
  4. Click Report Generator.
  5. Select the appropriate report and click Edit.
  6. Give the report a new name.
  7. From the Menu bar, click File.
  8. Click Load From File.A confirmation message displays.
  9. Click No to the message.
  10. Browse to the folder in which you saved the report file (*.rtm).
  11. Highlight the appropriate file and click Open.
  12. From the Menu bar, click File.
  13. Click Save As.
  14. Enter a File Name for the report that is unique as to not overwrite any existing reports.
  15. Click Save.
  16. Select the appropriate module and click OK.

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    Save ONLY mailing labels as a Mailing Label Report.

  17. Close the Report Builder Editor.
  18. Close Membership Plus.
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When you go back into Membership Plus, you will see the new report listed under Report Generator under the applicable heading. The name reflects the name you entered in step 14.

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If you need assistance adding the report into Membership Plus call Support at 843.413.8334. If you are not a Support Plus customer, additional charges may apply.