Report Management > Create New Reports
There are several ways to start a new report:
- Creating new files in Pocket TOTAL - Once you have
started Pocket TOTAL, simply tap File and then
New to start a new report. Or, tap the new document icon in
Pocket TOTAL’s toolbar. Then, supply the report name, the form type, and
folder for the report.

- Copying existing Pocket TOTAL files - You can copy an
existing Pocket TOTAL report by highlighting it and using the
Copy command from the Report Manager’s File
menu. This is handy if you have templates created.
- Starting files in Athena - You can also start a new
request using WinTOTAL. Create it just as you would any other request, except
when you are done, use the File Cabinet’s Move/Copy function
to move the file into the Synchronized folder. The next time
you connect your Pocket PC to your system, it syncs to the Pocket PC.
WinTOTAL and Pocket TOTAL always synchronize files that are stored in either
system’s Synchronized folder. If the file exists on both
systems, then the data merges according to the synchronization settings you
selected when you configure WinTOTAL.