One of our readers sent in a great question:
How does one get client names and dates for birthdays in a given month. I can get a report showing dates, but no names…
Well, ClientBase does not have that built in right out of the box. You will need to use Crystal Reports to build the report you seek. TCR (TRAMS Crystal Reports) is a freebie and if it is not already installed on your computer in the TRAMS folder (the icon is a greenish circle with a lightning bolt through it), you can download it for free from TRAMS.
TRAMS has a ton of custom reports that are also free to download. You can browse them here. Remember, some of these reports are for TRAMS Back Office, some are for ClientBase and others are for both–they are labeled well just make sure.
To run any Crystal Report, you do not need to be in ClientBase at all. Simply click the TCR icon and enter your user name and password. Use the BROWSE feature to find the report you wish to run and you are off to the races. All of the criteria for the reports will be selectable by you.
For your report, you can view a sample here (PDF), or download the actual report here.
I do recommend that when you download reports you put them all in the same directory so you know where they are when you need them again. I have mine in this directory:
C:–>PROGRAM FILES–>TRAMS–>TCR10
But you can put them in any one as long as you know where to look.
Crystal Reports is VERY powerful and there are many people that can write and program any type of custom report for you–not me, but if there is a specific report that is extremely detailed, there likely is a programmer who can handle the task. TRAMS also does some custom report building and I am always a firm believer in hiring someone that knows the program from the start and not having a “stranger” have to learn it to create something for you.
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