The report generator is used to create custom reports based on your selection of fields to use. You can also create a Query to limit which records are included on the report. If you don't enter a query, all records are printed between the From and To Fields you enter.
To create a report, click on Reports. When you get to the report menu, look for Report Generator. Click on it and you will see the different tables that you can create reports from.
If you want to limit the report to a limited group of records, enter the from and to record to match the field being requested. In the above example, you would enter from Inventory Item to Inventory Item number.
Report Title - Enter a title for your report. This title is the name that is stored with this report for future use.
Sub Heading - The sub-heading will print in the upper left corner of the report. It can be a brief description of the report.
Column Headings - You can select several columns to include in the report. To see a list of the fields available, click on the down-arrow and select from the list. The field selected in the 1st column is the sort field. If you select Item, then the report will print in alphabetical order by item number.
Column Width - You can increase or decrease the width of each column. Some fields, such as item number may require a wider field than a number. Based on your field choice, adjust the width in inches. 1 inch = 1.00, 1-1/2 = 1.50 Number fields will usually be .50 in width, but you can adjust based on your preference. It is better to print a new report to the screen and then make adjustments before printing to paper.
Optional- Creating a Search or Query
You can create reports that only contain records based on your search criteria. This is called a Query. In the above example, only inventory records that the primary vendor and alternate vendor match ABC100 will be printed on the report. If we just wanted records that the primary vendor matches ABC100, we would have left the second line of the query blank. Once you select what you want, click on Accept Search to create the query string.
Now you are ready to print your report, so click on Print. You can select to print to paper or to screen. After selecting your printer and where to print, you will be asked if you want to Save the report. If this is a report you want to use on a repeated basis, answer Yes. It will be saved with the report title as the description.
Once you have created a report and saved it, to reuse it click on the down-arrow for your list. Select from the list and click on Display. All of your settings will be displayed and you can make any changes you need.
Advanced Query - You will need some experience using the Advanced query. If you are familiar with how it works, you can click here to create your own search query. You can look at how the query's look when using the query box. When you click on Accept query it displays what that query looks like. In the above query box, the query is PriVendor='ABC100' Or OtherVendor='ABC100'
We don't try to explain how to write your own query's as that is explained in other resource, many of which are found on the web. The only reason to use the Advanced Query is where you have a complicated search instruction with more than 2 fields to be searched.
