Transfer a Sale Into a Report

1. In DataLog, select the sales to be copied into a ClickFORMS report.

2. Click the Transfer Sales drop-down arrow; choose Copy Sales to Clipboard.

3. Switch to the ClickFORMS report where the sales are to be copied. Click Paste or Paste Special on the Home tab of the ribbon.

4. If Paste Special is selected, a window will open to show the available format options that the sales could have in the report. If a format other than the default option is desired, click the radio button for the desired format; click OK. Selecting Paste will use the default option that is automatically shown as selected in the Paste Special window; UAAR Sale - Long in this case.

5. The sales and their selected attachments will be deposited into the Forms Manager at the bottom of the list. Three sales are seen in the example below.

NUMBERING SALES IN THE REPORT: Once they have been arranged in preferred sequence, it is generally desirable to renumber the sales in the report. In the example above, Sale CS.02 would likely be renumbered as Sale #1, etc. Once all of the sales are in the report and arranged in sequence, renumber them all at once by clicking on the DataLog menu option and choosing Auto Number Sales. (v6.1.5 and later). For more detailed information about this process, see item #3 "Number the sales in a report" on the main Help page. Sales may now be transferred into the approach pages by using their new numbers.