d000You want to prepare a report from your Invoices database. Approach helps you create report views with the Report Assistant and predefined SmartMaster layouts and styles.
d010You'll use the file INVOICE.APR to create a sales report.
d020First, choose Report from the Create menu.
d030Approach's Report Assistant prompts you for a name for the report. You'll type Sales.
d040Approach provides SmartMaster Layouts for different styles of reports. You'll click on Columnar report.
d050Now you want to select the fields to include on the report. Click on Next to move to Step 2.
d060For your Sales report, you'll click on the SALESREP field and click Add. Then you'll add the COMPANY and TOTAL_SALE fields.
d070Now click Done, and there's your Sales report!
d080You can easily add headers, footers, page numbers and the date to your reports.
d090You can always customize your report further in Design.
d100You can also create summary reports in Approach with new PowerClick Reporting.
d110In Design, click on the SALESREP field and then click on the Trailing Summary icon. This will report the sales by salesperson.
d120Then, click on the TOTAL_SALE field and click the Sum icon.
d130Select the TOTAL_SALE field and the sum, and click on the InfoBox icon. Click on the Format tab, choose Numeric as the Format Type, and choose Currency with Decimals.
d140To see how your report looks, click on the Preview icon.
d150Approach provides a form letter view, so you can quickly create a personalized form letter promoting your new spring line of footwear.
d160Choose Form Letter from the Create menu.
d170Once again, Approach's new Form Letter Assistant walks you through the steps of creating just the form letter you want.
d180Let's name this form letter Spring Promo.
d190We'll use the default SmartMaster style and layout. Click Next to go to Step 2: the return address.
d200Since you'll be using company stationary, you won't need to add an address. Click Next to go to Step 3.
d210You want a four line SmartMaster Address layout, so choose 4 lines from the drop down menu.
d220Now it's time to select the fields from your database to include in the address. You'll click on the COMPANY field and click Add.
d230Since you want your contact's name in the second line of the address, click on the second line in the Fields for the Address Box.
d240We clicked on CONTACT and clicked Add, so the name is in the correct position.
d250We'll add the rest of the address for you.
d260Now you'll click Next to move on to step 4, the salutation.
d270To include your contact's name in the salutation, click on the CONTACT field.
d280Click Next to move to the final step, the closing.
d290Approach lets you type in any closing you wish. Let's use this one, and click Done to see the final letter.
d300From Design, you can now type in the body of the letter. Watch...
d310Click on the Preview icon to see the form letter you created, one for each contact person in your database.
d320Now you need a mailing label for every form letter you just created. Approach can create mailing labels in many standard label formats. To create a mailing label view, choose Mailing Label from the Create menu.
d330The Mailing Label Assistant offers you complete control over the look of your labels. First you'll select a SmartMaster Layout. You'll use the 4 line layout to match the address in your form letter.
d340Now you'll choose the fields to appear in the label.
d350Next, you can choose from over 40 label formats from the Label Type drop down menu. You'll use the Avery 5160 label format.
d360Click OK, and your mailing labels are ready to use!
d370Remember, all the views you create are saved along with your .APR file, ready to use whenever you need them.
