Difference between revisions of "26 Report Selector"
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| − | Reports Selector | + | '''Reports Selector''' |
| − | Has the | + | 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. | + | The '''Report Selector''' is your ''''one-stop-shop'''' for Reports. 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. ''' | |
| − | + | *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. | |
| − | + | <br> | |
| − | + | How to Drill Down into Reports | |
| − | + | ||
| − | + | ||
| − | 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. | |
| − | + | ||
| − | + | ||
| − | + | ||
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Revision as of 11:18, 26 September 2011
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 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
- The Report Selector can also be opened by selecting the Reports button at the bottom left of ERP Main Screen.
- 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
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.
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.
