14 Reports
From TrueERP wiki
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.[ ] Learn Report Builder - Can you find the Report builder manual?
13.[ ] Batches - Why do we recommend that you have this function turned on?
14.[ ] Update Batch - Where do run this function from?
15.[ ] Speed v Functionality - Why do you lose speed when you gain functionality?
16.[ ] Charts - Do you know how to create a chart from any report?
17.[ ] SQL Writer - Do you know how to use the SQL writer to create custom templates?
18.[ ] Easy Copy - Where do you copy ready made SQL strings?
19.[ ] New SQL Report - Can you use the SQL wizard to create a report?
20.[ ] View Toolbars - Have you turned on all of the tool bars for the SQL design screen?
