DFS Family Directory - Reports: Backing up and Importing your Custom Reports in ParishSOFT

HOW TO BACKUP YOUR REPORTS FILE

There are several possible ways to backup your custom reports in your reports file.

  1. Method 1 is the easiest method, but it requires ParishSOFT version 3.5 or higher to use this method. From within any module, go to the About Screen, click on Parishsoft System Info, and Perform Backup.
  • Select the day of the week by putting a check in it.
  • Click on Backup Reports Files Locally.

 

This puts a backup of the reports file in the hard drive location listed in the Perform Backup screen (usually C:\Program Files\Parishsoft\Backup\(Day of Week)) that can then be used to import from.

 

  1. Method 2 is to open My Computer; go to Local Disk C, Program Files, ParishSOFT. Find the File named PsReports2000.mdb. Right click on the file and choose Rename. Add the current version number to the name of the file.

(Ex. PsReports2000v(version_number).mdb) You can also copy the file listed above to the location of your choice. Use this file to import from after the update.

 

If you have customized your End Of Year Statements, use Method 2 with the file named ContribReports2000.mdb that is also in the Parishsoft folder. If you have customized any reports in Tuition, use Methods 2 with the file named PSTuition2000.mdb in C:\Program Files\Parishsoft\PSTuition.

 

IMPORTING CUSTOMIZED REPORTS AND QUERIES IN ACCESS 2003 OR PRIOR

  1. After updating your software, Open Reports/Parishsoft Reports. Click on the F11 function key on the keyboard.
  2. On the Database window that opens, select Queries on the left side in the Objects section.
  3. On the Right side in a blank area, right click.
  4. Select Import.
  5. Browse to the location of the backed up reports database, select the database and click open. Follow the directions below to locate and unzip your database (follow a. if you used method 1 on page 1 and b. if you used method 2 on page 1)
  6. If you used the Backup Reports Locally Option, open My Computer, and navigate to C:\Program Files\ParishSOFT\Backup\(Day of the Week). You will see a file called PsReportsBackup.zip. Right click and select Extract. Use either WinZip or the Windows Compression Wizard to extract the file to the C:\Program Files\ParishSOFT\Backup\PSReportsBackup folder.
  7. If you used the methods of renaming your reports file or saving the backup to the desktop browse to that location.
  8. At this point an import wizard will open, defaulting to the Query tab. Single click on all of the custom queries you need to import. (If you have used the standard procedure, the queries will either start with cq_ or your initials, or both.) To select multiple queries at the same time, single left click on the first query and then hold down the control key while you single left click all the other queries you need to import.
  9. After selecting all of your custom queries, then click on the Reports tab and find all of the reports that begin with your initials. As in step 8, single click to select each of them, holding down control to select multiple reports at once.
  10. Once all queries and reports you need are selected (highlighted in blue), click on Ok. After the screen flickers a little, you will be back at the database window and all of the imported objects will now be listed in the database window.
  11. Close the database window by clicking on the Window menu and selecting Hide.
  12. To utilize those reports and queries at a later time press the F11 key locate the report or queries in the appropriate object area and double click on it.

 

IMPORTING CUSTOMIZED REPORTS AND QUERIES FOR ACCESS 2007

  1. After updating your software, Open Reports/ParishSOFT Reports.
  2. Click on the External Data Ribbon and in the Import section select Access.
  3. Browse to the location of the backed up reports database, select the database and click open. Follow the directions below to locate and unzip your database (follow a. if you used method 1 on page 1 and b. if you used method 2 on page 1)
  4. If you used the Backup Reports Locally Option, open My Computer, and navigate to C:\Program Files\ParishSOFT\Backup\(Day of the Week). You will see a file called PsReportsBackup.zip. Right click and select Extract. Use either WinZip or the Windows Compression Wizard to extract the file to the C:\Program Files\ParishSOFT\Backup\PSReportsBackup folder.
  5. If you used the methods of renaming your reports file or saving the backup to the desktop browse to that location.
  6. After locating the database, be sure the Import tables, queries, forms, reports, macros and modules into the current database is selected.
  7. Click OK.
  8. In the Import Objects box that appears select the appropriate tab for what you are importing.
  9. You can select multiple items in the different tabs by holding the control key down while selecting them.
  10. After selecting the report or queries you want click OK.
  11. Click Close on the Get External Data – Access Database Wizard.

 

To utilize those reports and queries at a later time press the F11 key locate the report or queries in the appropriate area and double click on it. You can change the area you are seeing by using the drop down and selecting the appropriate area. To close the shutter bar use the arrows to the left of the area name you are currently viewing.

 

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