Creating Shortcuts

Creating Shortcuts in Channergy

You can create shortcuts to run reports from various screens and to launch Channergy scripts or any programs you wish from the Tools menu.

Tools

    1. In Channergy locate your data directory by clicking File -> Open Database on the text menu at the top of the screen.

      Open Database
       

    2. In the dialog that opens you will see one or more Network Databases. Click on the currently active one (the one highlighted). And then click the Edit button at the bottom of the dialog.
    3. In the new dialog that opens note the Directory. You can write it down or copy it with Ctrl-C.

      Choose Database
       

    4. Open Windows Explorer (one way is to right click the Windows Start button and select Explore).
    5. Type or paste your data directory into the address bar. 

      Data Directory
       

    6. Your data directory contents will appear as well as several folders for Reports, Tools, Backups etc.
    7. Make sure you can see the Tools folder in the left pane of Explorer. You may need to expand folders to see it.
    8. In the right pane select something to which you want to create a shortcut. This is often a Channergy Script which has an extension of .mws.
    9. Right click the file in the right pane and drag it to the Tools menu in the left pane while holding the right mouse button.
    10. Release the mouse button to drop the file onto the Tools folder.
    11. A menu will pop up. Select “Create Shortcut here..”

      Tools Shortcut
       

    12. Open Channergy and click the Tools menu. Your new shortcut will be visible in the bottom of the pop down menu.

      Note: If a script does not start the .mws files are probably not associated with ChannergyScript.exe. Find a .mws file and right click it. Choose Open With… and browse to ChannergyScript.exe (default is C:\Program Files\Channergy\XXXX\Scripts\ChannergyScript.exe – where XXXX is a version like 2010). Make sure the Always Use This to Open checkbox is checked and run the script to finalize the association.

      Note: In addition shortcuts to your Channergy Scripts you can create shortcuts to any Windows program. Use the instructions above and drag files from other folders. Create shortcuts to Notepad, Excel, your browser etc.

 

Reports

  1. In Channergy locate your data directory by clicking File -> Open Database on the text menu at the top of the screen.

    Open Database
     

  2. In the dialog that opens you will see one or more Network Databases. Click on the currently active one (the one highlighted). And then click the Edit button at the bottom of the dialog.
  3. In the new dialog that opens note the Directory. You can write it down or copy it with Ctrl-C.

    Choose Database
     

  4. Open Windows Explorer (one way is to right click the Windows Start button and select Explore).
  5. Type or paste your data directory into the address bar. 

    Data Directory
     

  6. Your data directory contents will appear as well as several folders for Reports, Tools, Backups etc.
  7. Make sure you can see the Reports folder in the left pane of Explorer. You may need to expand folders to see it.
  8. Expand the Reports folder to view its sub-folders in the left pane. These are named after various screens in Channergy (e.g., Customers, Orders etc.).
  9. In the right pane double click the Reports folder to open it.
  10. Select a report to which you want to create a shortcut.
  11. Right click the report in the right pane and drag it to the left pane while holding the right mouse button. Find a sub-folder below the Reports folder.
  12. Release the mouse button to drop the file onto the sub-folder you wish to use (e.g., Orders).
  13. A menu will pop up. Select “Create Shortcut here..”

    Reports Shortcut
     

  14. Open Channergy and open the screen where you added the shortcut (e.g., Orders). At the top of the screen click the Reports button. Your shortcut will appear in the list. Click it to open the report.

 

 

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