Creating and Using Templates

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Sale Sheet Templates

To create a sale template in the DataLog, open a blank sale sheet. Click on the button New Sale > New Blank Sale or you can press the control key (Ctrl) and the letter ‘N’.

Fill out the sale sheet with the information you want saved for your template. For this example, we will fill out the Source, Highest & Best Use, State, County, Financing, SCA Unit Type, Multiplier Unit, Primary Land Use, several of the attributes along the right, and then check the Unimproved box.

Once you have all of the cells filled that you want for your template, click on the Save menu and select ‘Save As Sale Template…’.

A small dialogue box will come up asking you to name this template that you just created. We will name it ‘Meade County SD Pasture Sale’. Click on ‘OK’.

Once you have saved your template, you can close out of the sale. Now if you click on the New Sale button, you will see the saved template at the bottom of the menu.

If you click on this option, a new sale will open with the saved template options already filled in. Now when you are ready to enter sales for that county and land use, you can open up the template and fill in the rest of the appropriate sale information saving you time.

Deleting a Sale Template

If you want to delete out a template that you have created, click on the New Sale button and select ‘Delete Sale Templates…’.

A small dialogue box will open letting you select a template and delete it. You can delete more than one template at a time by holding down the Control (Ctrl) key when selecting the template name. Click on the Delete button to delete the template. If you decide that you do not want to delete any templates, simply click on the red ‘x’ button at the top right of the screen.

Search Criteria Templates

Saving Search Criteria

Click on the ‘Search for Sales’ button along the left hand side of your DataLog screen.

The search screen comes up and you can select different criteria for your search. You now have the option to save the criteria you select for future searches. The first step is to fill out the search criteria you want in your template.

Once you have all the search criteria set up, click on the Criteria Options button and select ‘Save Current Criteria’.

A small box will come up asking you to name the search criteria you are saving. Once you have typed the name, click on OK. If you click on the Criteria Options button, you will see your saved search at the bottom of the menu. The next time you want to use that search criteria, simply click on that option under Criteria Options and the criteria will load. Now all you have to do is click on Search.

Clearing Search Criteria

If you have started entering search criteria and discover that you were doing it all wrong, there is an easy way to clear out the criteria and start over. Click on the Criteria Options button and select ‘Clear Current Criteria’. All of the criteria you entered will be cleared out and you will start with a fresh search screen.

Deleting Saved Search Criteria

If you have many different search criteria saved and want to clean out some, click on the Criteria Options button and select ‘Delete Saved Criteria…’. 

A small box will come up with a list of all the saved criteria searches you have created. If you find one you want to delete, simply click on the name to select it and click on the ‘Delete’ button. If you decide that you do not want to delete any templates, simply click on the red ‘x’ button at the top right of the screen.

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