14 Reports - Revision history

Mauzy at 07:49, 9 January 2015

2015-01-09T07:49:15Z

Simon@erpoz.com: /* Overview */

2014-12-09T01:41:28Z

‎Overview

Simon@erpoz.com: /* Overview */

2014-12-09T01:35:23Z

‎Overview

Simon Clive at 16:32, 28 April 2014

2014-04-28T16:32:38Z

Simon Clive at 01:57, 23 September 2011

2011-09-23T01:57:10Z

Simon Clive at 00:38, 9 September 2011

2011-09-09T00:38:19Z

Simon Clive at 23:59, 28 June 2011

2011-06-28T23:59:56Z

Simon Clive at 23:59, 28 June 2011

2011-06-28T23:59:21Z

Simon Clive: Created page with " Answers= 1 Report Types 2 Report Selector 3 SQL Writer 4 Radio Buttons 5 Date Range 6 Default Date Range [[7 F5 F6 and..."

2011-06-28T23:58:13Z

Created page with "<menu name="myMenu" align="center"> Answers= 1 Report Types 2 Report Selector 3 SQL Writer 4 Radio Buttons 5 Date Range 6 Default Date Range [[7 F5 F6 and..."

New page

<menu name="myMenu" align="center">
Answers=
[[1 Report Types]]
[[2 Report Selector]]
[[3 SQL Writer]]
[[4 Radio Buttons]]
[[5 Date Range]]
[[6 Default Date Range]]
[[7 F5 F6 and F7]]
[[8 Drillable Reports]]
[[9 Printable Report]]
[[10 Customisation]]
[[11 My Reports]]
[[12 Average, Max Etc]]
[[13 Lean Report Builder]]
[[14 Batches]]
[[15 Update Batch]]
[[16 Speed v Functionality]]
[[17 Charts]]
[[18 SQL Writer]]
[[19 Easy Copy]]
[[20 New SQL Report]]
[[21 View Toolbars]]

@@ Line 57: / Line 57: @@
 .[ ] New SQL Report - Can you use the SQL Helper to create a report?
-.[ ] Learn Report Builder - Can you find the Report builder manual?
+.[ ] Learn Report Builder - Can you find the Report Builder manual?
 <br>

@@ Line 19: / Line 19: @@
 . [ ] Report Selector - Do you know what the Report Selector is and how to access it?
-. [ ] SQL Writer - Do you know what the SQL writer is and how to access it?
+. [ ] Update Batch - Where do you run this function from?
-. [ ] Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?
+. [ ] BOM Update - Do you fully understand the BOM update options when running a Batch Update?
-. [ ] Date Ranges - Do you understand what the date ranges are for on the main Report Selector?
+. [ ] Batch Reports - Where can you see when the last Batch Update was run?
-. [ ] Default Date Range - Do you understand where to set the default date range?
+. [ ] Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?
-. [ ] F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.
+. [ ] Date Ranges - Do you understand what the date ranges are for on the main Report Selector?
-. [ ] Drillable Reports - Can you drill into the transactions on these types of reports and lists?
+. [ ] Default Date Range - Do you understand where to set the default date range?
-. [ ] Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?
+. [ ] Drillable Reports - Can you drill into the non summarised transactions on these types of reports and lists?
-.[ ] Customisation -Can you customise the appearance of drillable/printable reports generated from the lists. Sales Order List, Invoice List, Purchase Orders List, etc?
+.[ ] Customisation - Can you customise the appearance of drillable/printable reports generated from the lists eg. Invoice List?
 .[ ] My Reports - Do you know how to create a report in the "My Reports" area from this customised report?
-.[ ] Learn Report Builder - Can you find the Report builder manual?
+.[ ] Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?
-.[ ] Batches - Why do we recommend that you have this function turned on?
+.[ ] Which Columns - Can you select which columns are sent to print?
-.[ ] Update Batch - Where do run this function from?
+.[ ] Charts - Do you know how to create a chart from any report?
-.[ ] Speed v Functionality - Why do you lose speed when you gain functionality?
+.[ ] Schedule - Do you know how to Schedule a report to automatically email on a set date or dates?
-.[ ] Charts - Do you know how to create a chart from any report?
+.[ ] Report Writer - Do you know how to use the SQL writer to customise templates?
-.[ ] SQL Writer - Do you know how to use the SQL writer to create custom templates?
+.[ ] View Toolbars - Have you turned on all of the tool bars for the Template design screen?
-.[ ] Easy Copy - Where do you copy ready made SQL strings?
+.[ ] New Template - Can you create a new report?
-.[ ] New SQL Report - Can you use the SQL wizard to create a report?
+.[ ] Easy Copy - Where do you copy ready made SQL strings?
-.[ ] View Toolbars - Have you turned on all of the tool bars for the SQL design screen?
+.[ ] Easy Layout - How do you load an existing layout design over a new template?
 <br>

@@ Line 1: / Line 1: @@
 <menu align="center" name="myMenu">
 </menu>
@@ Line 79: / Line 55: @@
 .[ ] View Toolbars - Have you turned on all of the tool bars for the SQL design screen?
 <br>
-−
-Notes: Are there any aspects in this area that more training would be useful?
-−
-_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

@@ Line 61: / Line 61: @@
 .[ ] My Reports - Do you know how to create a report in the "My Reports" area from this customised report?
-.[ ] Average, Max etc - Can you adust the total from "Sum" to "Average"?
+.[ ] Learn Report Builder - Can you find the Report builder manual?
-.[ ] Learn Report Builder - Can you find the Report builder manual?
+.[ ] Batches - Why do we recommend that you have this function turned on?
-.[ ] Batches - Why do we recommend that you have this function turned on?
+.[ ] Update Batch - Where do run this function from?
-.[ ] Update Batch - Where do run this function from?
+.[ ] Speed v Functionality - Why do you lose speed when you gain functionality?
-.[ ] Speed v Functionality -Why do you lose speed when you gain functionality?
+.[ ] Charts - Do you know how to create a chart from any report?
-.[ ] Charts - Do you know how to create a chart from any report?
+.[ ] SQL Writer - Do you know how to use the SQL writer to create custom templates?
-.[ ] SQL Writer - Do you know how to use the SQL writer to create custom templates?
+.[ ] Easy Copy - Where do you copy ready made SQL strings?
-.[ ] Easy Copy - Where do you copy ready made SQL strings?
+.[ ] New SQL Report - Can you use the SQL wizard to create a report?
-−
-.[ ] New SQL Report - Can you use the SQL wizard to create a report?
-−
-.[ ] View Toolbars - Have you turned on all of the tool bars for the SQL design screen?
 Notes: Are there any aspects in this area that more training would be useful?
 _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________

@@ Line 27: / Line 27: @@
 </menu>
-== Overview ==
+== Overview  ==
+<br>
-Reports Training
-Company:___________________________       Signed:____________________________
+Trainee to complete: Please tick
-Name:___________________    Position:______________	    Date: _____________
+. [ ] Report Types - Do you know what the two types of reports are?
-Trainee to complete:  Please tick
+. [ ] Report Selector - Do you know what the Report Selector is and how to access it?
-.  [   ]	Report Types
+. [ ] SQL Writer - Do you know what the SQL writer is and how to access it?
-Do you know what the two types of reports are?
-.  [   ]	Report Selector
+. [ ] Radio Buttons - Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?
-Do you know what the Report Selector is and how to access it?
-.  [   ]	SQL Writer
+. [ ] Date Ranges - Do you understand what the date ranges are for on the main Report Selector?
-Do you know what the SQL writer is and how to access it?
-.  [   ]	Radio Buttons
+. [ ] Default Date Range - Do you understand where to set the default date range?
-Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?
-−
-.  [   ]	Date Ranges
-Do you understand what the date ranges are for on the main Report Selector?
-.  [   ]	Default Date Range
+. [ ] F5, F6 and F7 - Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the main screen.
-Do you understand where to set the default date range?
-.  [   ]	F5, F6 and F7
+. [ ] Drillable Reports - Can you drill into the transactions on these types of reports and lists?
-Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the
-		main screen.
-.  [   ]	Drillable Reports
+. [ ] Printable Reports - Do you know how to get an average, max, min or sum of a column in a printable report?
-Can you drill into the transactions on these types of reports and lists?
-.  [   ]	Printable Reports
+.[ ] Customisation -Can you customise the appearance of drillable/printable reports generated from the lists. Sales Order List, Invoice List, Purchase Orders List, etc?
-Do you know how to get an average, max, min or sum of a column in a printable report?
-.[   ]	Customisation
+.[ ] My Reports - Do you know how to create a report in the "My Reports" area from this customised report?
-Can you customise the appearance of drillable/printable reports generated from the lists.
-Sales Order List, Invoice List, Purchase Orders List, etc?
-.[   ]	My Reports
+.[ ] Average, Max etc - Can you adust the total from "Sum" to "Average"?
-Do you know how to create a report in the "My Reports" area from this customised report?
-.[   ]	Average, Max etc
+.[ ] Learn Report Builder - Can you find the Report builder manual?
-Can you adust the total from "Sum" to "Average"?
-.[   ]	Learn Report Builder
+.[ ] Batches - Why do we recommend that you have this function turned on?
-Can you find the Report builder manual?
-.[   ]	Batches
+.[ ] Update Batch - Where do run this function from?
-Why do we recommend that you have this function turned on?
-.[   ]	Update Batch
+.[ ] Speed v Functionality -Why do you lose speed when you gain functionality?
-Where do run this function from?
-.[   ]	Speed v Functionality
+.[ ] Charts - Do you know how to create a chart from any report?
-Why do you lose speed when you gain functionality?
-.[   ]	Charts
+.[ ] SQL Writer - Do you know how to use the SQL writer to create custom templates?
-Do you know how to create a chart from any report?
-.[   ]	SQL Writer
+.[ ] Easy Copy - Where do you copy ready made SQL strings?
-Do you know how to use the SQL writer to create custom templates?
-.[   ]	Easy Copy
+.[ ] New SQL Report - Can you use the SQL wizard to create a report?
-Where do you copy ready made SQL strings?
-.[   ]	New SQL Report
+.[ ] View Toolbars - Have you turned on all of the tool bars for the SQL design screen?
-Can you use the SQL wizard to create a report?
-_____________________________________________
+Notes: Are there any aspects in this area that more training would be useful?
-_____________________________________________
-_____________________________________________
+_____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________ _____________________________________________
 _____________________________________________
 _____________________________________________
 _____________________________________________
 _____________________________________________

← Older revision		Revision as of 23:59, 28 June 2011
Line 27:		Line 27:
	</menu>		</menu>

−	== Overview ==	+	== Overview ==
		+
		+
		+
		+	Reports Training
		+
		+
		+
		+	Company:___________________________ Signed:____________________________
		+
		+	Name:___________________ Position:______________ Date: _____________
		+
		+	Trainee to complete: Please tick
		+
		+	1. [ ] Report Types
		+	Do you know what the two types of reports are?
		+
		+	2. [ ] Report Selector
		+	Do you know what the Report Selector is and how to access it?
		+
		+	3. [ ] SQL Writer
		+	Do you know what the SQL writer is and how to access it?
		+
		+	4. [ ] Radio Buttons
		+	Do you Understand what the labelled radio buttons on the left hand side of the Report Selector are for?
		+
		+	5. [ ] Date Ranges
		+	Do you understand what the date ranges are for on the main Report Selector?
		+
		+	6. [ ] Default Date Range
		+	Do you understand where to set the default date range?
		+
		+	7. [ ] F5, F6 and F7
		+	Do you know how to use the F5,F6,F7 searching features? Also how to use the search box on the
		+	main screen.
		+
		+	8. [ ] Drillable Reports
		+	Can you drill into the transactions on these types of reports and lists?
		+
		+	9. [ ] Printable Reports
		+	Do you know how to get an average, max, min or sum of a column in a printable report?
		+
		+	10.[ ] Customisation
		+	Can you customise the appearance of drillable/printable reports generated from the lists.
		+	Sales Order List, Invoice List, Purchase Orders List, etc?
		+
		+	11.[ ] My Reports
		+	Do you know how to create a report in the "My Reports" area from this customised report?
		+
		+	12.[ ] Average, Max etc
		+	Can you adust the total from "Sum" to "Average"?
		+
		+	13.[ ] Learn Report Builder
		+	Can you find the Report builder manual?
		+
		+	14.[ ] Batches
		+	Why do we recommend that you have this function turned on?
		+
		+	15.[ ] Update Batch
		+	Where do run this function from?
		+
		+	16.[ ] Speed v Functionality
		+	Why do you lose speed when you gain functionality?
		+
		+	17.[ ] Charts
		+	Do you know how to create a chart from any report?
		+
		+	18.[ ] SQL Writer
		+	Do you know how to use the SQL writer to create custom templates?
		+
		+	19.[ ] Easy Copy
		+	Where do you copy ready made SQL strings?
		+
		+	20.[ ] New SQL Report
		+	Can you use the SQL wizard to create a report?
		+
		+	21.[ ] View Toolbars
		+	Have you turned on all of the tool bars for the SQL design screen?
		+
		+	Notes:
		+	Are there any aspects in this area that more training would be useful?
		+
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________
		+	_____________________________________________

@@ Line 1: / Line 1: @@
-<menu name="myMenu" align="center">
+<menu align="center" name="myMenu">
 Answers=
 [[1 Report Types]]
@@ Line 22: / Line 22: @@
 [[20 New SQL Report]]
 [[21 View Toolbars]]