32 Work with Supplemental Data Reports

You must build a workfile before you can print supplemental data reports. Supplemental data reports are useful when you want to review the data in your supplemental database.

These reports summarize data stored in the following files:

  • Supplemental Database - Core (F01090)

  • Supplemental Database - Code (F01092)

  • Supplemental Database - Narrative (F01093)

This chapter contains these topics:

Before You Begin

  • Verify that you have information stored in CIF

32.1 Creating a Workfile

Navigation

From Address Book (G01), enter 27

From A/B Advanced and Technical Operations (G0131), choose CIF Supplemental Data

From CIF Supplemental Data (G01312), choose Work File Build

Before you can print supplemental data reports, you must use Work File Build to build a workfile that contains address book data.

The supplemental data that exists in your workfile comes from data stored in the Address Book Master and in the Supplemental Database files. This supplemental data is the basis for your reports.

Figure 32-1 Build a Workfile Process

Description of Figure 32-1 follows
Description of "Figure 32-1 Build a Workfile Process"

32.1.1 Processing Options

See Section 54.2, "Work File Build (P01460)."

32.2 Printing Supplemental Data Reports

To view a printed version of your supplemental data, you can:

  • Print the Data by Data Type report

  • Print the Data by Address Book report

These are DREAM Writer reports. In addition to using DREAM Writer to create these reports, you can use the World Writer and World Vista reporting programs.

32.2.1 Printing Data by Data Type Report

Navigation

From Address Book (G01), enter 27

From A/B Advanced and Technical Operations (G0131), choose CIF Supplemental Data

From CIF Supplemental Data (G01312), choose Data by Data Type

Figure 32-2 All Address by Data Type report (1 of 2)

Description of Figure 32-2 follows
Description of "Figure 32-2 All Address by Data Type report (1 of 2)"

Figure 32-3 All Address by Data Type report (2 of 2)

Description of Figure 32-3 follows
Description of "Figure 32-3 All Address by Data Type report (2 of 2)"

32.2.2 Processing Options

See Section 54.3, "Data by Data Type (P01440)."

32.2.3 Data Sequence for Data by Data Type Report

You must sequence your data in one of two ways:

  • All addresses for a record type

  • All information for a record type by address

All Addresses for a Record Type

To print all addresses for a specific record type (for example, all addresses with professional licenses, listed by license), use the following sequence:

  1. Type Data - Total Level 02

  2. User Defined Code - Total Level 01

  3. Address Number

  4. Effective Date

  5. Line Number

To print record types in alphabetical order, use the following sequence:

  1. Type Data - Total Level 02

  2. User Defined Code - Total Level 01

  3. Alpha Name

  4. Address Number

  5. Effective Date

  6. Line Number

All Information for a Record Type by Address

To print all information for a specific record type by address (for example, licenses held by addresses, listed by address or address emergency contacts), use the following sequence:

  1. Type Data - Total Level 02

  2. Address Number - Total Level 01

  3. User Defined Code

  4. Effective Date

  5. Line Number

To print record types in alphabetical order, use the following sequence:

  1. Type Data - Total Level 02

  2. Alpha Name - Total Level 01

  3. Address Number

  4. User Defined Code

  5. Effective Date

  6. Line Number

32.2.4 Printing the Data by Address Book Report

Navigation

From Address Book (G01), enter 27

From A/B Advanced and Technical Operations (G0131), choose CIF Supplemental Data

From CIF Supplemental Data (G01312), choose Data by Address Book

Figure 32-4 Supplemental Data report

Description of Figure 32-4 follows
Description of "Figure 32-4 Supplemental Data report"

32.2.5 Processing Options

See Section 54.4, "Data by Address Type (P01450)."

32.2.6 Data Sequence for Data by Address Book Report

You must sequence your data to produce accurate results. To print all addresses in address order, use the following sequence:

  1. Address Number

  2. Type Data

  3. User Defined Code

  4. Effective Date

  5. Line Number

To print all addresses in alphabetical order, use the following sequence:

  1. Alpha Name

  2. Address Number

  3. Type Data

  4. User Defined Code

  5. Effective Date

  6. Line Number