26 Report Selector - Revision history

Simon Clive at 00:47, 26 September 2011

2011-09-26T00:47:18Z

Simon Clive at 00:46, 26 September 2011

2011-09-26T00:46:27Z

Simon Clive at 00:18, 26 September 2011

2011-09-26T00:18:38Z

Simon Clive: Created page with "Reports Selector Has the report selector made sense in relation to choosing dates prior to running the reports? The Report Selector is your 'one-stop-shop' for Reports. · Fro..."

2011-06-27T05:55:33Z

Created page with "Reports Selector Has the report selector made sense in relation to choosing dates prior to running the reports? The Report Selector is your 'one-stop-shop' for Reports. · Fro..."

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Reports Selector

Has the report selector made sense in relation to choosing dates prior to running the reports?

The Report Selector is your 'one-stop-shop' for Reports.

· From within almost all Tabs you will find a button called "…. Reports", (…. relates to the Tab you are currently
viewing), e.g. 'Sales Report' button is located within the Sales Tab; 'Purchases Report' button is located within
the Purchases Tab.

· Select the 'Sales Report' button from within the Sales Tab.

· Double-click (or highlight and select OK), on the Accounts Receivable Report for this The ability to "Drill Down" to specific data from within Reports is a feature that assists users to quickly identify key supporting information about a particular entry that is in the report.

The ability to drill down to view each transaction, all the way down to the original transaction, within ERP Reports
is an incredibly valuable tool. The time saved in identifying what an amount in one of your key reports is made up of
is invaluable to any growing, efficiency-conscience business.

Reports are located within every tab of ERP, and all reports are listed in the Report Selector per Tab of relevance,
or found by selecting the 'Reports' button at the bottom left of ERP main screen. Many commonly used Reports
are also located within the respective Tabs, e.g. Accounts Receivable and Accounts Payable Report buttons are
located within the 'Payments' and 'Banking' tabs as well as within the Report Selector.

How to Drill Down into Reports

Reports should be studied by each User in an effort to work out what reports relate best to YOUR needs. This applies
to all Reports within the ERP database.

There are a few basic rules that apply to ERP Reports. These are as follows:

· Filtering; Searching; Exporting; Customising; Printing; are all standard features of ERP reports.

· Reports are either Real Time, 'As At' a particular point in time, e.g. Balance Sheet and Trial Balance Reports
(this can be both). OR they are 'Date Range' / 'Custom Range' specific, meaning data can be viewed for a
particular time frame.

· Some reports can be viewed in 'Summary', 'Detail' or 'Extra Detail' modes.

· Report figures are drillable, i.e. you can drill into the transactionexample.

· The Accounts Receivable Report will load in 'Summary' mode.

As stated above, Reports that can be viewed in Summary, Details and Extra Details mode are only drillable in
Extra Details mode.

· Select the 'Extra Details' radio button to load the transactions that make up the total figures for each Customer.

· The figures in bold are the total amounts due per Customer, you cannot drill into these.

· The amounts of each individual transaction detailed per Customer can be drilled in to.

· Double-click on an amount, e.g. $2,520.00 for Invoice 98 for Mr Burns.

· Invoice 98 will be displayed on-screen.

· There are some reports that display data that has been invoiced, paid and reconciled.

· Select the 'Profit and Loss' Report from within the Accounts Tab or the Accounts Report Selector.

· If you have chosen the Report Selector from which to open the Profit and Loss Report, either double-clicking on it,
or highlighting then selecting 'OK' to open the report.

· Double-click on an amount to open the Details by Account List to view the transactions that make up this figure,
e.g. double-click on the Sales figure $40,832.09

· From within the Details by Account List you can continue to drill-down to get to the original transaction that makes
up the amount, e.g. double-click on Invoice DEF50 to load the invoice.

· Note that this invoice has been paid. You can continue to drill-down to the payment by selecting the 'Payment'
button.

· The 'Transaction Payment List' will load.

@@ Line 9: / Line 9: @@
 The ability to '''Drill Down''' to view each transaction, all the way down to the original transaction, within ERP Reports is an incredibly valuable tool. The time saved in identifying what an amount in one of your key reports is made up of is invaluable to any growing, efficiency-conscience business.
 *To '''Drill Into''' these reports, double click on the '''Values''' you wish to view and this will take you to the List that makes up the report.
 *Then double click again and this will enable you to view each '''Individual Transaction. '''<br>
@@ Line 20: / Line 20: @@
 *OR they are '''Date Range - Custom Range''' specific meaning data can be viewed for a particular time frame.
 *Some reports can be viewed in '''Summary, Detail''' or '''Extra Detail''' modes.
 *Report figures are '''Drillable''' so you can drill into each '''Individual Transaction'''<br>
 *The '''Accounts Receivable Report''' will load in '''Summary''' mode.
 *Reports that can be viewed in Summary, Details and Extra Details mode are only '''Drillable''' in '''Extra Details''' mode.
 *Select the '''Extra Details''' radio button to load the transactions that make up the total figures for each Customer.
 *The figures in '''Bold''' are the '''Total '''amounts due per Customer and are not '''Drillable'''<br>
 *The amounts of each '''Individual Transaction''' detailed per Customer can be '''Drilled''' in to.
 *'''Double-click''' on an amount '''E.g'''. $2,520.00 for Invoice 98 for Mr Burns and this will open Invoice 98.
 *There are some reports that display data that has been '''Invoiced, Paid''' and '''Reconciled.'''
 *Select the '''Profit and Loss Report''' from within the '''Accounts''' Module or the '''Accounts Report Selector'''.
 *'''Double-click''' on an amount to open the '''Details by Account List''' to view the transactions that make up this figure
-*&nbsp;From within the '''Details by Account List''' you can continue to drill-down to get to the original transaction that makes up the amount
+*From within the '''Details by Account List''' you can continue to drill-down to get to the original transaction that makes up the amount
 '''E.g.''' double-click on '''Invoice DEF50''' to load the invoice and note that this invoice has been paid. You can continue to '''Drill-down''' to the payment by selecting the '''Payment''' button and the '''Transaction Payment List''' will load.

@@ Line 1: / Line 1: @@
 '''Reports Selector'''
-Has the '''Report Selector''' made sense in relation to choosing dates prior to running the reports?
+The '''Report Selector''' is your ''''one-stop-shop'''' for Reports.&nbsp;From within almost all '''Modules''' you will find a '''Reports Button''' that relates to the '''Module''' you are currently viewing '''E.g.''' The '''Sales Report''' button is located within the '''Sales Module''' and the '''Purchase Reports''' Button is located within the '''Purchases Module''' Etc<br>
-The '''Report Selector''' is your ''''one-stop-shop'''' for Reports.&nbsp;From within almost all '''Modules''' you will find a '''Reports Button''' that relates to the '''Module''' you are currently viewing '''E.g.''' The '''Sales Report''' button is located within the '''Sales Module''' and the '''Purchase Reports''' Button is located within the '''Purchases Module''' Etc<br>
+*The '''Report Selector''' can also be opened by selecting the '''Reports''' button at the bottom left of ERP '''Main Screen.&nbsp; '''
 *Select the '''Radio Button''' applicable to the type of report you wish to view
 *The '''Report Selector''' can also be opened by selecting the '''Reports''' button at the bottom left of ERP '''Main Screen.&nbsp; '''
 *Select the '''Radio Button''' applicable to the type of report you wish to view
 *'''Double-click''' or '''Highlight''' and select '''OK''' to open the Report<br>
 The ability to '''Drill Down''' to view each transaction, all the way down to the original transaction, within ERP Reports is an incredibly valuable tool. The time saved in identifying what an amount in one of your key reports is made up of is invaluable to any growing, efficiency-conscience business.
-&nbsp;<br>
+*To '''Drill Into''' these reports, double click on the '''Values''' you wish to view and this will take you to the List that makes up the report.
+*Then double click again and this will enable you to view each '''Individual Transaction. '''<br>
-How to Drill Down into Reports
-−
-Reports should be studied by each User in an effort to work out what reports relate best to YOUR needs. This applies to all Reports within the ERP database.
-−
-There are a few basic rules that apply to ERP Reports. These are as follows:
-−
-&nbsp;Filtering; Searching; Exporting; Customising; Printing; are all standard features of ERP reports.
-−
-&nbsp;Reports are either Real Time, 'As At' a particular point in time, e.g. Balance Sheet and Trial Balance Reports (this can be both). OR they are 'Date Range' / 'Custom Range' specific, meaning data can be viewed for a particular time frame.
-−
-Some reports can be viewed in 'Summary', 'Detail' or 'Extra Detail' modes.
-−
-Report figures are drillable, i.e. you can drill into the transactionexample.
-−
-The Accounts Receivable Report will load in 'Summary' mode.
-−
-As stated above, Reports that can be viewed in Summary, Details and Extra Details mode are only drillable in Extra Details mode.
-−
-Select the 'Extra Details' radio button to load the transactions that make up the total figures for each Customer.
-−
-The figures in bold are the total amounts due per Customer, you cannot drill into these.
-−
-The amounts of each individual transaction detailed per Customer can be drilled in to.
-−
-Double-click on an amount, e.g. $2,520.00 for Invoice 98 for Mr Burns.
-−
-Invoice 98 will be displayed on-screen.
-−
-There are some reports that display data that has been invoiced, paid and reconciled.
-−
-Select the 'Profit and Loss' Report from within the Accounts Tab or the Accounts Report Selector.
-−
-If you have chosen the Report Selector from which to open the Profit and Loss Report, either double-clicking on it, or highlighting then selecting 'OK' to open the report.
-Double-click on an amount to open the Details by Account List to view the transactions that make up this figure, e.g. double-click on the Sales figure $40,832.09
+'''Reports''' should be studied by each User in an effort to work out what reports relate best to '''Your''' needs. This applies to all Reports within the ERP database.
-&nbsp;From within the Details by Account List you can continue to drill-down to get to the original transaction that makes up the amount, e.g. double-click on Invoice DEF50 to load the invoice.
+There are a few basic rules that apply to'''ERP Reports'''. These are as follows:
-Note that this invoice has been paid. You can continue to drill-down to the payment by selecting the 'Payment' button.
+*'''Filtering, Searching,&nbsp; Exporting, Customising''' and '''Printing''' are all standard features of ERP reports.
-The 'Transaction Payment List' will load.
+'''E.g.''' double-click on '''Invoice DEF50''' to load the invoice and note that this invoice has been paid. You can continue to '''Drill-down''' to the payment by selecting the '''Payment''' button and the '''Transaction Payment List''' will load.