FAQ CallReporter Premier - Frequently Asked Questions
 

Q. How do I move/install the Callreporter Premier on another PC?
Q. I’m on your website and I’m on the Download page and it is asking me for a password. Where do I find my password?
Q. I’m trying to update the Callreporter Premier but I get an error message.
Q. I’m trying to update the Callreporter Premier but it says that I already have the latest version.
Q. I keep getting a message saying updates are available. What does this mean?
Q. I am receiving an error message when installing the latest update, “Operation Must Use an Updatable Query.”   
Q. I’m trying to transmit/download my data to/from CDR but I get an access denied error. What am I doing wrong?
Q. How do I go back to a prior quarter?
Q.
How do I transmit an amended Callreport?
Q. I’m getting an error Requested Registry Access is Denied. What does this mean?
Q. I need to send/email the report to someone else. Is there an easy way of doing that?
Q.
I am receiving an error message, “Unable to Establish Database Connection”, what do I do?


If you have a more technical question that this FAQ page has not addressed, please click here to view our Trouble-Shooting page for CallReporter.

FULL INSTALLATIONS

Q. How do I move/install the Callreporter Premier on another PC?

A. You will need a few things to do this properly. First you will want to make a BACKUP using the Callreporter’s backup utility. This is found by opening the program and clicking on the File menu option located on the upper left hand corner of the program. You can save this backup file anywhere, we just need to get it to the new machine. Next you will have to call Tech Support to obtain a PRODUCT ID KEY or you will not be able to install the full program. Finally, you will need the full install.
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FULL INSTALL FOR CD USERS

If we send you a CD, the full install is on the CD however, you will need to browse the CD to see it.

1. Put the Callreporter update CD into the drive and exit the error message that pops up.
2. Browse the CD and you will see the “FULL” folder.
3. Open it and run the file that says “autorun.exe”. You may not see the “.exe” extension but it is the one that has an orange CD icon next to it. Run this file and it will install the full program.
4. Enter the Product ID key when the install asks for it.
5. After completing the install, open the program and restore the backup. The Restore function is also found under the File menu.
 

 FULL INSTALL FOR INTERNET USERS

1. Go to our website’s Home page www.callreporter.com.
2. Go to where it says Software Support and choose Downloads. The next screen will ask you for your institution’s name and a password. The password can be found on the update letter or email that we send you every quarter under the section “Alternative Update Procedure”. Enter this information and the next page will display several choices. You will need the one that says Callreporter Premier Main Program Installation for the current or latest quarter. It will always be the largest file for the latest quarter.
3. Click where it says Download Now and choose to Save it to your computer. DO NOT run it from its current location. You will see a dialogue box that will allow you to save it wherever you wish. We recommend that you choose to save it to your Desktop. When the file is done downloading it may ask you to run it and you may do so at this point. You may run it at another time by locating the downloaded file on your Desktop or wherever you chose to save it. The name of the file will be “xxx_full_install.exe” where the “xxx” represents the current quarter. The June 2009 quarter for example is 248. The September 2009 quarter is 249 and so on. You can click on this file at any time to run the install.
4. Enter the Product ID key when the install asks for it.
5. After completing the install, open the program and restore the backup. The Restore function is also found under the File menu.
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DOWNLOADING & INSTALLING UPDATES

Q. I’m on your website and I’m on the Download page and it is asking me for a password. Where do I find my password?

A. If you normally receive updates via the Internet every quarter, we always send you an email and a letter with all of the update instructions on it. On that email (or letter) there are the Alternate Update instructions. In those instructions there is a password. That password will get you into the Callreporter Premier download area
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Q. I’m trying to update the Callreporter Premier but I get an error message.

A. There are various error messages that may appear when trying to update the Callreporter program. It is possible that our server is busy and you may need to try again. If you have tried several times and it still doesn’t work you may have a Proxy Server and/or other security restrictions that will prevent the download. The next thing to try is the Alternative Update Process located on the email or letter that we send you every quarter. If you still have trouble with this process, check with your IT department or PC specialist to see if you have a proxy server or if you have proper authorization to download files. After trying these and you still have trouble, call Tech Support at 800-825-3772.
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Q. I’m trying to update the Callreporter Premier but it says that I already have the latest version.

A. If you know that this is not true and you are sure that there is an update, you will need to follow the steps describe above. There are no restrictions on our website for downloading files. The only thing that prevents downloading is security restrictions on your end.
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Q. I keep getting a message saying updates are available. What does this mean?

A. It means that we have put out an update and you should download it.
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Q. I am receiving an error message when installing the latest update, “Operation Must Use an Updatable Query.”   

A. You do not have administrative rights to write to the folder where the program’s data is being installed.
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TRANSMITTING & DOWNLOADING FROM CDR

Q. I’m trying to transmit/download my data to/from CDR but I get an access denied error. What am I doing wrong?

A. When this error appears it usually means that your CDR account password has expired. When you see the error on screen;

1. Click OK, the next screen will give a two step process on how to fix it. You must complete both steps to be able to transmit.
2. Step One has a link to the CDR log in site. There you log in using your old credentials. If you don’t know them, then call CDR at 888-237-3111.
3. After logging in it will tell you onscreen what you must do. After creating your new password, you must now do step two and type your new password into the CDR Login Info screen in the Callreporter Premier program.
4. Click on the link on Step Two and it will open that proper screen.
5. Delete your old password. Type your new password in the correct field and you should be able to transmit.

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AMMENDMENTS & RESTORING A PRIOR QUARTER

Q. How do I go back to a prior quarter?

A. Open the Callreporter Premier. At the top of the screen there is the Tools Menu. In the Tools menu select Call Manager. In the Call Manager you can select any quarter you wish. The program will open that quarter and you have full, complete use of that quarter. You can make changes, reprint, retransmit amendments or do anything you like. This will not affect your current data.
 
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Q. How do I transmit an amended Callreport?

A. To Amend the CURRENT quarter after you have filed with the CDR: Open the CallReporter Premier program, make your changes, and transmit to the CDR. You’re done!

To Amend a PRIOR quarter after you have already transmitted the current quarter to the CDR: Open the CallReporter Premier program. At the top of the screen select the Tools Menu. In the Tools menu select Call Manager. In the Call Manager you can select any quarter you wish. The program will open that quarter and you have full, complete use of that quarter. You can make changes, reprint, retransmit amendments or do anything you like. This will not affect your current quarter’s data.

To Amend SEVERAL PRIOR quarters, it is recommended to amend the earliest quarter first. Open the CallReporter Premier program. At the top of the screen select the Tools Menu. In the Tools menu select Call Manager. Select the earliest quarter and open it, make your changes, transmit to the CDR. Next, select Call Manager and open the next quarter, make your changes, transmit to CDR. Repeat the process until all required amended quarters have been filed.
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Q. I’m getting an error Requested Registry Access is Denied. What does this mean?

A. This often happens when you are trying to go back to a prior quarter. You do not have administrative rights to the registry. To perform certain functions in the Callreporter program, it will require that you have rights to the area in your PC’s registry where we make those entries. Your IT person or Network Administrator will need to give you full rights to the folder where we put registry entries. This folder can be found under HKEY_LOCAL_MACHINE\SOFTWARE\RegulatorySolutions\ -
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 CREATING A PDF

Q. I need to send/email the report to someone else. Is there an easy way of doing that?

A. Yes. You can create a PDF document that virtually anyone can read using Adobe Acrobat Reader. Open the Callreporter program and click on the Print icon. Select what you would like to print or just select “Print All”. After you have made your selection, you will see the “PDF” button at the bottom of the screen. Click it and you will be able to save this wherever you wish. After saving it, you can then send it to anyone as an email attachment.
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DATABASE ISSUES

Q. I am receiving an error message, “Unable to Establish Database Connection”, what do I do?

A. Generally users may see this when they have their data on the network. In most cases, something has happened to the data directory. Either it has been moved or deleted or your administrative rights to that folder or drive have changed and you are no longer authorized to write data to that folder. Check with you IT Department or Network Administrator.
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