Record Reports
Related topics: Mailing Labels, Sales / Bank Analysis, Terms Templates. Reports not listed are detailed elsewhere in this help system and can be found by using the help search.
Selecting your desired report displays a window where you can: select where the report is to be ‘printed’; change the title; enhance the basic report; make it more selective and where relevant, change the sorting and sub-totalling that is applied.
Additional information can be added to basic reports by clicking on the checkboxes beside the field names.
You can vary how a report is generated using the radio buttons beside the field names.
If Email Output is selected, a further window will be opened containing the option:
Save Emailed reports as documents This will save a copy of the Emailed document and add it to the Documents for the Customer or Supplier.
When emailing Statements, which email format to be used is first checked against the Customer Documents, then against the Statement default, and finally against the system default. See the Email Template overview topic for more information.
Customer List
Selecting the Customer List option displays a selection window with a choice of list options.
Show report with :- Click the information you wish to add to the basic report.
Financial Info Includes Balance and Turnover figures. If selected, additional options become available.
Full Details Includes full Account Names and additional information.
Terms Prints the information entered on the Terms window.
Turnover Prints all thirteen period’s individual Turnover for the current year, last year and all previous years.
Bank Details Prints the details of the Customer's bank, as entered on the Bank tab card.
Communication Details Prints the Internet details, as entered on the Communications tab card.
Notes Adds the contents of the Notes tab card.
Addresses Prints all of the addresses stored for each Customer/Supplier.
User Keys Adds the three user definable User Key fields and their contents.
Show Subtotals Only Available if show Financial Info is selected and a Subtotal option is selected on the Sort Order/Subtotal window.
New Page For Each Record Will ensure that each Records details are printed on a separate page.
If using Currency and Financial Info is selected:
Home values Shows all records with Home values.
Home and Currency Shows all records with Home and Currency values.
Currency values Shows Currency records only with Currency values.
Use the Simple Search option to filter the records that will be retrieved for the report. Running the report without filtering out the records that you do not require might result in a large and unnecessary report being produced.
The report will default to Suppliers only but if you have the CIS module installed, the Simple Search window will enable you to change this to Subcontractors Only or Both. You can also select to Include inactive subcontractors in the list.
The list will default to Suppliers only as there is a separate Subcontractor List report.
Set the Sort and Subtotal options for the list.