The reports are categorised into the following sections:
Favourites
Deliveries
Enquiries
Inventory
Invoicing
Labour
Misc
PI Matching
Projects
Purchasing
Quality
Sales Orders
Works Orders
The user must select the appropriate report for the information required. When a report is selected, the user can filter the results in order to show the exact information required. There are usually 3 fields where the user can input information: Required Data, Filter Data and Sort Data. Some reports do not require all 3 fields and so do not display them.
Required Data - This is the information needed in order for the report to generate results. The user can edit the information to include exactly what is required.
If a timescale is required, an additional option is available called the Quick Date Range. This allows the user to select dates from pre-defined options. It takes into account the current date when generating the reports, allowing the user to create up-to-date reports that adapt to the most recent information. However, specific dates can also be selected if required.
These Quick Date Range includes:
Last 12 months
Last 6 Months
Last 12 Weeks
Last 6 Weeks
Last 4 Weeks
Previous Year
Previous Month
Previous Week
Current Year
Current Month
Current Week
Specific Dates
If the Quick Data Range is used, the information in the Required Data section will change to the suitable dates. These can be edited by either typing in the date in the correct format or selecting from the calendar with the drop down arrow.
Filter Data – The Filter Data allows the user to generate a more specific report by filtering the information by certain categories associated with that report. The Caption allows the user to select which field is required to be filtered. The Operator Type allows the user to change how the Caption is related to the Value. This can be =, >, >=, <, <=, <> or Like. As an example, a report may be required that has an Enquiry Analysis for a specific part, 000763. The Caption would be set to Part Number, the Operator would be set to = and the Value would be set to 000763.
Sort Data – The Sort Data allows the user to display the data in ascending or descending order. The tick box is selected when descending is required and deselected when ascending is required.
Options – The Options button allows the user to either Add To Favourites or Save Report Options.
| Add To Favourites - | When added to favourites, the report will appear in the favourites section at the top of the reports list. It will add the default report without any required data or filter data. |
| Save Report Options - | This will save the options created for that report. If the Quick Data Range is used, the report will adapt to display the most up-to-date information. However, if a specific date range is selected, this will not change. When a report is saved, a new tab appears at the top of the window called, “Saved Options”. This displays all the saved reports as well as Filter Information and Reminder Information for that report. |
The user can select a saved report and view, delete or set a reminder for it.