Creating Customer Reports or Templates

At the Customer Report dialog box, examine the Template Directory field to see that the correct template
directory path displays. This is the directory where the application will look for your template.
n the Available Sections field, select sections to include in your report by clicking on a section and clicking Add.
(To add all available sections, click Add All.) Selected sections appear in the Selected Sections list.
To add a page break between sections, highlight a selected section and click Add Page Break. A page break is
inserted before the Selected Section. Repeat this step to add additional page breaks.
Change the order of the selected sections by clicking to highlight a section or page break in the Selected Sections
list and clicking Move Up or Move Down. The selection is moved.
When you are ready to generate a report, click the Report radio button in the Generate box. CFW will generate
both a template and a report. (If you want only a template, click the Template radio button.) The report
(RprtTemp.doc) and a report template (RprtTemp.dot) are produced. (Be sure Word is maximized so you can
view the generated documents.)

Save the template and/or report by clicking on the toolbar or selecting File/Save As on the menu bar. The
Save As dialog box displays. Type a unique name for your template and your document. Reports are saved
shortly after initial generation in a default file named Rprttemp.doc. Templates are saved as rprttemp.dot. (If you
do give your report a new name, each subsequent report will overwrite the previous report.)