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TUTORIALS

Somethings are only Easy if you know them...

We have created these tutorials to take you through each and every feature of the software to give get you off to a flying start. 

These tutorials are also great for new comers to show you the solution in action before you part with your hard earned pennies :)

Work Load

Covered on 
this page:

  • Creating Templates

  • Changing Templates

  • Changing Column Layouts

  • Creating New Customers

  • Grouping (Filters)

  • Abbreviations

  • Bulk Replace

  • Manually Add Data/Results

  • The Calendar and Alerts System

  • Viewing Previous Reports

  • Creating a New Report from Scratch

  • Editing or Adding to a Previously Created Report

How to create and save a default layout template

template/mytemplates/addnew

How to Change your Templates

template/mytemplates/load

Changing the Columns layout

click/drag/save

How to Create a Customer

view/mycustomers/addnew

Grouping (e.g Filter by Venue)

doubleclick

Abbreviations

view/myabbreviations/addnew

Bulk Replace

tools/bulkreplace

Manually Adding Results

tools/manualentry

The Calendar & Reminders System

tools/mycalendar

Viewing Previous Reports

tools/mysavedreports

Creating a New Report

openpatfile

Editing or Adding Data to Previously Created Reports

view/myclients or view/mysavedreports

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