Reports
Report Forms
There are several report forms (8+) in the system that allow you to
run a variety of reports. These include:
- Customer and Site
Reports which print out lists, notes, letters and postcards
- Financial Reports
which are used to do analysis of sales and payments
- Dispatch Reports
to be given to the driver or to list work orders and service
stops
- Customer Documents
including invoices, statements, etc.
- Vehicle Reports which present vehicle
usage and maintenance data
- and more.
All report forms work the same way. You can access the report forms
from almost anywhere.
- Main Menu
- Customer Master using the right-click
action menu
- Site Master using the right-click
action menu
- On the Search Tab of a form via right-click
action menu
- Menu short cuts
Whatever information you are looking at when you open a report form,
the correct form will be displayed.
Each report form has a set of tabs for a further grouping of reports.
Each tab includes the following:
Search control that allows you to control exactly what information you
want to show up on the report.
- List of available reports
- Count to show the number of entries selected
- Comment area that allows you to enter a note that
shows up on every page of the report
Once you have made a selection via clicking the Search button, any of
the reports on the report tab will use the same search results. This way
you can view the same information via any of the reports on the tab. If
you want to change the selection, simply modify the search entries and
click the Search button again, and the new set of entries is now available
for all the reports on the tab.
Once a report is displayed, there are a number of buttons above the
report which provide many additional features:
- Envelope button
- Shows a pull-down list of different formats you can use to
export the report data.
- Magnification
button - Zooms in or out in the report using a pull down box
with percent of normal view. Once selected you can use the mouse wheel
to see varies magnifications
- Binocular button
- Searches the report for a specific text string – use the binocular
button and you will be prompted for a text to search on.
- Arrow Controls
that position you at the start, end or next / previous page of
the report
- Printer control
so you can print any page or pages, and any number of copies
of the report