This section allows the user to generate reports based on the information within Progress. There are over 300 standard reports available which can be edited and filtered by the user.
The reports can display a large amount of data depending on the filters and report selected. Some reports will also automatically populate graphs and charts depending on the information given. These can either be printed, saved, emailed or exported to Excel. Within the majority of reports, hyperlinks are created, allowing the user to click on the link to display more detailed information. These links are displayed as underlined blue text.
The example below shows an Enquiry Analysis for the previous 12 months for specific customers.
If the user wants to see the details for one specific customer, the customer name can be clicked on which will open a new report with a detailed breakdown of that customers enquiries. This can also be printed, saved, emailed or exported to Excel.
Within this new report, the user can again click on a part number to reveal the details of that part.
The reports section itself is broken down into the areas of the system the reports are relevant to. Clicking any of the group presents the user with the list of available reports.
The user also has the ability to create a list of favourite reports by simply dragging any report listed into the Favourites group at the top of the reports list. This is useful for providing quick access to frequently run reports.
The Quick Search box at the top of the report list allows the user to search for reports based on all or part of the report name. Once the user has entered a word(s) the system presents all reports that match the text entered by the user.
Report Security
For more information on this and the ability to restrict access to reports, please refer to the Administrator Functions > Options > Miscellaneous section of the manual. The section on report security explains the options available and how to set the security levels against a user or group, allowing you to control which reports are available to users. In addition to this, the user access control within the system also allow the administrator to restrict the reporting groups (Enquiries, Invoicing, etc.) available to users. This is covered in the Administrator Functions > Access section of the manual.