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Creating/Edit a Phone Book Report
  1. From the Accelerator menu within your Word processor, choose |Create/Edit|Form Format|.

  1. The Accelerator application will display the |Create or Edit a Report Format| dialog box, listing all of the available Phone Book Report formats.
  1. Highlight the existing phone book format that is most like the format you want to create.  For this example, we will use the Day Runner Classic 031-TL.
     
  2. Select the |Create New| button (shown above), the |Document Format Description| dialogue box (shown below) is displayed. Here you can enter any description for your Form. For example, call it "My Phone Book Report". Type "My Phone Book Report" in the |Document Format Description| dialogue box.  In Addition, Accelerator now provides the option to make any custom document created within Accelerator available to other Accelerator users.  To make this custom report available to other Accelerator users, check the |Public Format| option as shown below.  If you wish, you may keep the document private by selecting the |Personal Format| option (shown below).
  1. Select |Continue| and the Accelerator application will open a new file pre formatted like the chosen existing report format, and display the message, "Please save and close the format file when you are done editing".  This message is just to remind you that you must save and close the document before you can actually use it.


IMPORTANT: Do not change the name or location of the document when saving, as it must use the name generated by Accelerator.


Accelerator Macro Suite Templates are backward compatible with earlier versions of Word and WordPerfect. When saving your Custom Formats, you may be prompted to save your document in an updated Word or WordPerfect format. Select |YES| to save the report in the latest Word or WordPerfect Format if you do not have workstations using older version of Word or WordPerfect.
 


  1. Choose the |OK| button to remove the Save/Close message from the screen (shown above) . The new pre formatted Report Format is displayed on the screen and is ready to edit. Treat this document like a regular word processing document; the only difference is that the document uses the merge codes and substitution fields that Accelerator recognizes.  You may add merge fields by selecting the Insert Merge Fields Button , or remove merge fields by deleting them from the document.  For more information on merge fields, see Accelerator Merge Fields.
  1. From your word processor menu bar, choose |File| then choose |Close|. This saves the report format within Accelerator to be used as often as you like. You can later use |Create/|Edit a Form Format| to make any additional changes to this existing form format.
     
  2. After you have created a custom Phone Book Report, you will want to use it with the |Print Phone Book| feature. See the next section on how to use the Phone Book Report you just created.

Using Your Custom Phone Book Report
  1. From the Accelerator menu within your word processor, select the |Print Phone Book| option.
  1. From the Accelerator Phone Book, search for a group of contacts.  To select multiple contacts, click the box to the left of the contacts.  Once you have made your selections, click the |Keep Checked Contacts Button| (Shown Below).
  1. Now Click the |Continue Report| button (shown below).
  1. Select |My Phone Book Report| from the drop down list in section 1 of the Multiple Forms Dialogue Box (Shown Below).  Make any other selections from sections 2-5 to appropriately format your document.  Click the |Continue Button|.
  1. Select the |Print to Default Printer| option from the Print Options dialogue box.  Click |Continue| to print your Phone Book Report.  In addition, you may select to display the document in your word processor as well as select a range of contacts.