Running Reports in Profess

When you’re running a Report using the standard Build Selection screen, did you know that if you want to run the Report again, but for a different Project/Client/Staff Member, etc., you don’t need to close the Report down and start again?

When you’ve filled out the standard Build Selection screen once, and the selection code is still visible in the Preview area, click on Build Selection then click the Selection tab.  From here you can edit the Selection code, over-typing any of the references to search on something else. 

Just make sure you keep the single quote marks around what you’re searching for if it’s a Reference. 

You’ll find this is speedier that starting all over again. This is also a good way of using Saved Selections.

Forgotten your Password?

Every week we receive calls on the Helpdesk because people have forgotten their Password.

So here’s how to fix the problem in our three main packages (you need to be a Supervisor or Administrator in order to do the following):-

Time Manager – Go to Setup > Staff > Maintain Staff > Find the relevant entry in this list and click on Clear Pwd (right-hand side of screen).

The Password for this member of staff has now been reset back to the same as the LogIn.

Profess – Go to File > System Settings> Browse Users.  Find the relevant entry in the list and click on change and note the settings – Name, User Group, etc.  Now close the screen and click on Delete to remove the entry.  Click on Insert and set it up again.  OK to save.   The Password for this member of staff has now been reset back to the same as the LogIn.

Time Companion – In the Main Menu of Profess, go to Staff > Staff Browse.  Find the relevant entry in the list and click on Change.  Go to the Security tab and click on Clear Staff PW (right-hand side of screen).  OK to save.  The Password for this member of staff has now been reset back to the same as the LogIn.

Using Copy and Paste

When you’re using the Search Facility or running a Report for a particular reference, did you know you can use the Ctrl+C(opy) and Ctrl+V(iew) to copy and paste – saves you having to key in the reference over and over.

So, for instance, in Profess, you might be looking for all the Projects that have a particular Charge Code;  firstly you need to have the charge code on the screen (maybe through the Project Entry screen or on a Spreadsheet or other document), highlight the reference and use Ctrl+C to copy it, then go to Project Browse screen, click on the Charge Code column heading (to put the screen in order of Charge Code) then click in the Search field and instead of typing the Charge Code in from scratch, use Ctrl+V to paste it into the field.

You can use this facility in any application where perhaps the right-clicky thing isn’t available.

Running Reports in Time Manager

Just a quick note about a new fix in the latest release of Time Manager. When running Reports, if your web browser is set up to open the report in a separate page (which most are), then after closing the Report you will be taken back to the Selection Screen. In the old version if you entered another set of Selections and ran the Report again, you would get a System Error.  Now you simply get a message asking you to close the screen before re-running the report. This should improve reporting for anyone who uses this setting.