This is a something that you would handle with script(s) and layout(s). Obviously you will need a button on a layout that she will click to start a script running. The script has to prompt her and ask her the questions you stated above (date range, file name, etc.). There are two ways to do this. The first is to use the Script Step called "Show Custom Dialog" which has all the wonderful look and functionality of FileMaker version 3. It has a limit of 3 buttons and 3 input fields and it is black and white and you can't change the look or anything. But it is has many of us have been prompting for years. Alternatively you can make a layout that looks pretty and has some global fields in it to input the information she needs to input. One advantage of using a layout is that you can have a pop-up window with a list of file names or the date fields can have the calendar popup. That is much nicer than what you can do with a dialog box. It sounds like you'll need 3 global fields, 2 date input fields and a file name field. And you'll need a value list for the file name field. I recommend storing these global fields as variables in the script. You can then continue the script (or start a new one with a button on the input layout) that goes to the report layout, enters find mode, searches for the date range. Then you can use the script step "Save Records as Excel" and have it use the name she provided that points to the correct file location to store the excel document. One of the nice things about this script step is in the window where you specify the path of the file name, there is check box for "Automatically open file" which is useful for people who can't seem to figure out where the file was saved. In the Output File Path, remember to use a variable.... something like $Path or $FileName. And note that file paths are different on Macs and Windows in case you have a mixed environment.
Thank you so much for replying. This is very helpful and has pointed me to the right path. Mary
Mary Tyson, BSN, RN, NCSN
Macon County Public Health
1830 Lakeside Drive
Franklin, NC 28734
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