Report Modification - Create a Listing that Shows Just Series Names

There is no built-in ResourceMate® report to create a series names listing. That is, the current Series reports show both series names and the items in that series. Some users want to see a listing of just the series names without seeing the items.

The Report Modify feature can be used to create such a report by modifying one of your existing "spare" reports. You can either download the finished template we have built, or you can modify your template yourself (expert users only).

Download the finished template:

Warning: Downloading and installing this template will overwrite one of your existing spare Series reports (under Items with Call Number). If you have previously modified one of your Series spares be careful which download link you use below so you don't overwrite your own modifications. If you have modified BOTH of your spare Series reports under Items with Call Number, you may still install this template but be aware you will lose any modifications you may have made to that spare.

1. Print these instructions so that you will be able to follow them after you have downloaded the template.
   
2. In ResourceMate® click on Reports > Items with Call Number > by Series and decide which of the two spare reports (either Spare #1 or Spare #2 ) you wish to have modified. They are identical unless you have modified them previously.
   
3. In ResourceMate®, determine and write down your installation folder name. (Here's how)
   
4. Exit ResourceMate® completely.
   
5. For the template to work you will have to download two component files. In each case, when prompted to Open or Save the file, choose Save and and then find the Reports subfolder beneath your ResourceMate® installation folder. When asked if you want to replace the existing file, choose Yes. Then Close the "Download Complete" box.
   
   (Netscape users click here for important download instructions).
   
   If you decided to have your spare #1 report modified...
   Click here for component A. Save to your ResourceMate® Reports folder.
   Click here for component B. Save to your ResourceMate® Reports folder.
   
   Or, if you decided to have your spare #2 report modified...
   Click here for component A. Save to your ResourceMate® Reports folder.
   Click here for component B. Save to your ResourceMate® Reports folder.
   
   If you were not asked if you want to replace the existing file, you most likely have saved the files to the wrong folder. You must choose the Reports subfolder beneath your installation folder.
   
6. After installing the two component files, run ResourceMate® and click on Reports > Items with Call Number > by Series.
   
7. Click once on the Series spare report for which you downloaded the template (either Spare #1 or Spare #2). This will highlight that report.
   
8. Type "Series Listing" into the Substitute Title for Report field (beneath the list of reports) and click the OK button . Answer NO to the "Specific Items" prompt. You should now be previewing your modified Spare report.
   
9. After previewing the report you will see that reports list will show your new title instead of "Spare". This will help you remember which report has been changed.
   

...or Modify your template yourself (for expert users):

For those of you who enjoy learning more about the Modify command, here are the steps we followed to create the new report template. (We recommend you do not try these steps unless you are an expert user). Click here for an overview of the Modify commands.

Note: This procedure modifies one of your existing Spare reports found under Reports > Items with Call Number > by Series. If you have previously used the Report Modify feature to change one of your Series Reports spares, these instructions may not apply. Be careful you don't lose any previous modifications you may have made to your template.

1. Go to Reports > Items with Call Number > by Series and decide whether you will be modifying your Series spare #1 (eitsec1) or spare #2 (eitsec2) reports. They are identical, unless you have modified them previously. We recommend that you do not modify the main report template (repitsec).
   
2. Click once on the spare report you chose; this will highlight the report.
   
3. Click on the Modify Report button. Read the information message and click OK.
   
4. Press Ctrl+F10 together to maximize the inner window.
   
5. Click on the Report menu (careful: not the Reports menu).
   
6. Click on Data Grouping...
   
7. Click the Add... button
   
8. In the box next to the Group... button type the word "Series" and click the OK button...
   
   
   
9. You will see:
   
   
   
   ...click OK.
   
10. In between the long horizontal Group Header and the Detail bars locate the box that contains text starting with:
    IIF(NOT EMPTY(Series),'(' + ALLTRIM(Series) + ')' +
    
    ...now double-click on the text in that box.
    
11. This should display the Report Expression dialog box. In the box to the right of the Expression... button, delete the long text that is there and replace with just the word "Series"...
    
    
    
    ...and click OK
    
12. We're now back in the main Modify screen. Just above the Page Header bar, in the middle, you'll see a box that contains text starting with:
    iif(m.typecnt=1,lookup(media.mdSeries,type...
    
    (Careful: there are two similar looking boxes so make sure you've located the one in the middle of the screen).
    Click once on the text in that box. Now press your Delete key. This will remove the whole box...
    
    
    
13. Locate the rpauthor() box (see image above). Click once on it. Press Delete to remove this box as well.
    
14. Locate the Call Number text. Click once on one of the letters in it. Press Delete to remove this text.
    
15. Locate the FormCall() box. Click once on it. Press Delete to remove this box.
    
16. Put your mouse over the small rectangle to the left of the Group Footer bar. Your mouse pointer will change to an up-down arrow...
    
    
    
    Click and hold your left mouse button down and drag that rectangle down until the ruler shows about 1/4 of an inch between the Detail and Group Footer bars. (Each notch on the ruler is 1/8th of an inch).
    
    
    
17. Click once on the long Series box we modified earlier, hold your left mouse button down and drag the box into the space you just created between the Detail and Group Footer bars. It's left edge can be the same distance from the ruler as the RepCnt() box.
    
18. Put your mouse over the small rectangle to the left of the Detail bar. Click and hold and drag that bar up until the Detail bar is right up against the Group Header bar.
    
19. Your final Modify screen should look like...
    
    
    
20. Click on File then on Close. You will be asked if you want to save your changes. If so click Yes and your current report template will be overwritten; otherwise click No and you will discard any changes made this session.
    
21. Test your changes by clicking the OK button on the Report Options screen and previewing the results.
    
22. If you want to make minor changes, click on Modify again and make your desired changes.

Now Rename the Report from "Spare" to "Series Listing":

1. From the Report Options screen, click once on the Series spare report for which you downloaded the template (either Spare #1 or Spare #2). This will highlight that report.
   
2. Type "Series Listing" into the Substitute Title for Report field. (This field is found beneath the box that lists the series reports). Click the OK button . Answer NO to the "Specific Items" prompt. You should now be previewing your modified Spare report.
   
3. After previewing the report you will see that reports list will show your new title instead of "Spare". This will help you remember which report has been changed.

Remember that you have modified a spare report. You will not see these modifications in the main report (the one listed first), only in the spare report.

There are several other Modify examples on the main support page.

If you need further help, please feel free to contact us.