Difference between revisions of "10 List Speed"
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Simon Clive (Talk | contribs) (Created page with " Date Ranges and List Speed Do you know how and why you would use the Date Ranges in a list or report? The Date Range Selector is a valuable tool available in almost every r...") |
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| − | + | '''Date Ranges and List Speed''' | |
| − | Date Ranges and List Speed | + | |
| − | Do you know how and why you would use the Date Ranges in a list or report? | + | Do you know how and why you would use the Date Ranges in a list or report? |
| − | The Date Range Selector is a valuable tool available in almost every | + | *'''The Date Range Selector''' is a valuable tool available in almost every '''Report''' and '''List''' within '''ERP'''. You can search over any date range going backwards and forwards for '''Days''', '''Weeks''', '''Months''' and '''Years'''. ERP has no restriction on how large the date range is, but keep in mind that the greater the range, the greater the amount of data selected, the slower the report or list is to generate. The smaller the range , the smaller the amount of data, the faster the report or list will be. |
| − | + | *'''The Date Range''' function enables the user to search for '''Data & Transaction''' information within a specific date range, '''E.g'''. the current financial year, it makes it easier to find and view the data you are looking for. | |
| − | + | *'''The Date Range Selector''' enables the user to select through the '''Drop-Down Menu''', accessible at the top right of the screen, to view specific dates '''E.g''' open up invoice list and the '''Custom''' date range will show (this is determined in <span style="font-weight: bold;">E</span>'''mployee Preferences''') then you can click on the '''Drop Down Menu''' to choose a specific date range: | |
| − | + | *The user can also'''Select '''the date range by selecting'''From''' and '''To''', just click on the drop down menu and use the arrows to select Months then click on the Specific Date in the calender. Once selected the dates automatically update with the required information. | |
| − | + | *'''From '''- refers to the oldest starting date of the information you wish to view and includes the date selected. | |
| − | + | *'''To '''- refers to the most recent date of the information you wish to view and includes the date selected. | |
| − | The Date Range function enables the user to search for information | + | *In the Report Selector, accessed by selecting the Reports tab in the top menu bar, the date ranges are choosen then you must either '''Double Click''' the required report or click the '''OK''' button on the report selector. |
| − | + | *'''N.B.''' If using '''Batch Transactions''' for reports, the reports are accurate up to the date and time as displayed in the very top windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it). | |
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| − | The user can also | + | |
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| − | windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it). | + | |
Latest revision as of 12:50, 7 July 2011
Date Ranges and List Speed
Do you know how and why you would use the Date Ranges in a list or report?
- The Date Range Selector is a valuable tool available in almost every Report and List within ERP. You can search over any date range going backwards and forwards for Days, Weeks, Months and Years. ERP has no restriction on how large the date range is, but keep in mind that the greater the range, the greater the amount of data selected, the slower the report or list is to generate. The smaller the range , the smaller the amount of data, the faster the report or list will be.
- The Date Range function enables the user to search for Data & Transaction information within a specific date range, E.g. the current financial year, it makes it easier to find and view the data you are looking for.
- The Date Range Selector enables the user to select through the Drop-Down Menu, accessible at the top right of the screen, to view specific dates E.g open up invoice list and the Custom date range will show (this is determined in Employee Preferences) then you can click on the Drop Down Menu to choose a specific date range:
- The user can alsoSelect the date range by selectingFrom and To, just click on the drop down menu and use the arrows to select Months then click on the Specific Date in the calender. Once selected the dates automatically update with the required information.
- From - refers to the oldest starting date of the information you wish to view and includes the date selected.
- To - refers to the most recent date of the information you wish to view and includes the date selected.
- In the Report Selector, accessed by selecting the Reports tab in the top menu bar, the date ranges are choosen then you must either Double Click the required report or click the OK button on the report selector.
- N.B. If using Batch Transactions for reports, the reports are accurate up to the date and time as displayed in the very top windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it).
