Common Function in Report Screen

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Lets take Sales Analysis By Document Report as example:  (go to Sales > Sales Analysis By Document Report )

 

 

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Basic Filter

 

No Filter: no filter means select all.

Filter By Range: set a range of 'From' and 'To'

 

 

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Filter By Multi-Select: to select from the whole list, by checking the respective check boxes.

 

 

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Report Options

 

Depending on the type of report, this section provides options related to the report layout.

 

 

 

 

Other Options

 

You may set the grouping of the reports to 2 levels. For example, firstly group by Debtor code and then group by Item code.

 

 

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More Options

 

More options allows more filter options, document options and other options.

 

 

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Inquiry

 

Click on Inquiry to list the result of filters and selected options. If you modify the filtration criteria or options selection, click on Inquiry again.  

 

 

 

 

Preview / Print

 

Depending on the situation, some reports may have a few more report titles to choose,

 

 

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Report Menu

 

Click on Report menu for more report options.

 

 

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Design Report

 

Click on Reports > Design ....... Report, it will lead to the access of report designer screen.

 

 

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Report Option

 

Click on Reports > Report Option, it will lead to more options of report printing.

 

 

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Switch to Advanced Options

 

Click on Reports > Switch to Advanced Options, it will include the elements of More Options,

 

 

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You may switch back to Basic Options (click on Reports > Switch to Basic Options)

 

 

 

 

 

Preview Report

 

 

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common43  Find/Search components of the report content.

 

 

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common45 Print (F7). Click on this button will prompt a print dialog screen.

 

common46  Print (F8). This will send directly to printer.

 

common47 Page Setup (F5).

 

common48 Hand Tool

 

common49 Magnifier

 

common50  zoom out, zoom, zoom in.

 

common51 Multiple pages

 

common52 Color

 

common53  Watermark

 

common54  Export Document (F2) to following formats:

 

 

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common56  Send e-mail (F3)

 

common57  Send Fax (F4)

 

 

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