How To Create An RTF Report
This document explains creating letters in an RTF format and using Collect! to print them. This
procedure uses your word processor for the final output.
If you have a letter in MS Word, or some other program that can save to an RTF file, you can bring
the report into Collect! and print it when you are on an account, or have several accounts tagged.
When the original RTF report is designed, the same printable information codes used in Collect!'s
Report Writer are used, so that data from your accounts is printed in the report. Please refer to
the samples shipped with Collect!
RTF's provide a great way to produce a letter quickly without being very familiar with Collect!'s
Report Writer.
For best results, use RTF reports for simple letters. Lists, headers and footers may not be handled
the way you expect and they may slow down the printing process. RTF's are meant to be used for
printing single letters or small batches of letters.
Creating The RTF File
- Start your word processor.
WordPad is recommended for this example. If you use MS Word, please ensure that you do not
include any "fancy" formatting and that you save the sample as an RTF file! After you save
the file, you must open it with Wordpad and re-save it to remove the Microsoft specific
headers.
- Create a new blank document and begin to enter your text. As an example, type in the following
line.
This is a debtor's name: @de.na<
This line contains a printable information field, @de.na, to pull the Debtor Name
from the database into your report.
This will print this is a debtor's name: followed by the Name of the Debtor whose
account you have open in Collect! when you run the report.
- This is enough text to demonstrate how RTF's work. So let's save the document to an *.rtf
file.
- From the top menu bar, select File and then select Save As
from the drop-down choices. This will open the Save As window in your word
processor, i.e. WordPad.
- Ensure you have Rich Text Format(RTF) selected in the field labeled
Save as type.
- Type a name for this report in the field labeled File name.
- Select Desktop the location in the field labeled Save in.
This will place the new RTF file on your computer's Desktop. This is the easiest place find it
later.
- Select the Save button. You have now created your RTF report.
Importing The RTF Report
The RTF report is imported into Collect! in the same manner as an ordinary *.rpt report created in
Collect!'s Report Writer.
If you are not familiar with importing reports into Collect!, please refer to
How To Import Reports for the complete steps.
After you have successfully imported your RTF report into Collect! there are a few setup steps to
take to prepare the report for printing.
- Select Print from the top menu bar and then select Edit Reports from the drop-down choices.
This will display the list of all reports in Collect!.
- Scroll through the list of reports until you find the RTF report you imported.
- Select the RTF report to open the Report Definition for the report.
- Select Debtor from the Start On field pick list.
- Select the Report Options button and select Other in the Destination
field.
The RTF report may be edited by selecting the Report Body. This will open the word processor you
created the report in, i.e. WordPad. Then you can save your changes and they will automatically be
saved in Collect!. There is no need to import the report again after modifications.
If you have a letter that you previously created in MS Word, try saving it as RTF to preserve
whatever formatting you can and open it in Word Pad to edit it for use with Collect!.
Loops And Variables
In the Report Writer, there are functions that need to be on the left margin, including loops and
variables. This also applies to RTF files. RTF files have the facility to embed comments. The
comments will not output or display when you open an RTF, but the code inside the comment will
still execute when Collect! prints the file.
- In the RTF file, position the output in the location where you want it to output. For example,
if you are outputting a variable, on the right margin or in the middle of a paragraph, put it
there or if you are outputting cosigners in a table, put the applicable fields in the table,
without the loop markers.
- Once your file is ready, save it as per the above instructions.
- Once saved, open the RTF with a text editor like notepad.
- In the file, navigate to the applicable location and put your loops inside a comment:
{\*\text}
Examples
Putting the Last Payment Amount into a Variable
{\*\collectcomment
@tvarAmt$ = 0.00
@de.tr NO TOTAL WHERE ( @tr.ft = Payment ) MAX = 1
@tvarAmt = @(tr.tu+tr.di)
@de.tr
}
Outputting Cosigner Names
{\*\collectcomment
@de.cos NO TOTAL WHERE ( @dc.cl = Cosigner )
}
\pard\widctlpar\sa160\sl252\slmult1\b0 @dc.na<\par
{\*\collectcomment
@de.cos
}
The code that appears before the @dc.na is formatting code inserted by WordPad.
Troubleshooting RTF
If you attempt to edit an RTF report in Collect! and this opens MS Word, you may want to edit your
Windows file associations so that *.rtf files are opened with WordPad. This keeps the formatting
simple as you get started and may prevent erratic results. Please refer to Windows documentation
on Associate a file extension with a file type or ask your technician to create
this file association for you.
If you have large volumes of letters to print, it is recommended that you use Collect!'s Report
Writer. Every time an RTF report is printed, a file is created and sent to the printer. For this
reason, RTF reports are not recommended for printing large batches of letters, especially on a
network, as this would mean creating very many files. This large volume would be very time consuming
for your printer and may slow down your network. On the other hand, printing a large batch of reports
created in Collect! only creates one file to send to the printer. This is much faster. For large
companies and large batches, using Collect!'s Report Writer is a much more efficient choice.
Please look through the pre-defined reports and letters. You will find sample reports listed
with code snippets illustrating many report writing topics. As well, Collect! ships with many
report samples complete with code and our web site always has new offerings.
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