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Table of Contents (on this page)

Introduction

These reports get created to view on the WEB. It allows intranet access to compiled sales, accounting, and lens data from the Optifacts server.

Procedure

From the Optifacts Main Menu:

Select Option 5 – Report Generator and press Enter.

Select Option 10 – Custom Reports Menu and press Enter.

Select Option 2 - AR HTML Menu and press Enter. (Menu number may vary on each system)

The AR HTML Report Menu is displayed

Editor: Date Configuration

Press “Q” to query and Escape to view the default entry.
You can choose what accounts you want to include and how many companies you want to include in each report.
- Press “U” to update the existing data (accounts – month-end dates etc.).
- Press Escape to save the entries.

Once a year, you need to edit the ending dates of each month and how many working days your company has for each month.

Editor: Daily Close Procedure

Press “Q” for query and Escape key to view the default entry.
You need to enter a month, closing date, and the number of working days for that month.
- Press “U” to update the existing data.
- Press Escape to save the entries.

You can change this daily to get the most accurate counts or just put the ending date of the month that will show you everything, but a few values might be off.

Program: Consolidation Run

If you change anything in the Date Configuration table or the Daily Close table, you must run the Program Consolidation Run, and the Program HTML build to get a new report.

The Program: Consolidation Run will gather all the information for the reports.
Nothing gets reported to the screen (unless there is an error).

You must run the Consolidation Run FIRST, then the HTML Build.

Program: HTML Build

The HTML Build will create the HTML reports.
Nothing gets reported to the screen (unless there is an error).

The most common causes for errors or no page generation are incorrect or missing date configurations or running for a data range with no data.

Once all of the above steps are complete, the directory gets created.

Once you complete an Update for the month, you must go into the Daily Close Procedure and change the dates to the next month. If you do not change the dates to the next month within the Daily Close Procedure, the previous month’s information gets overwritten with zero amounts!

Viewing the Sales Reports

Go to a web browser, and In the web address box, enter YOUR server IP address like http://192.168.100.10

Your server webpage will display. Below is an example:

Click on “Sales Reports” from the menu on the right side of the page
Click on the month number with the year to get to the menu.

Select your option from the drop-down menus. You may choose a company or all companies, a branch or all branches, or a territory or all territories. NOT ONE OF EACH.

You will be on the Sales Report page.

Click one of the other menu choices at the top for a different report. The choices remain at the top of the screen for all reports:

Sales and Gross Margin Reports

Gross Sales:

The amount of gross RX and Other sales and Total
The 20-day trend
Percentage of your total sales for each account
The total percentage of the accounts added together

Gross Margin

The total of invoice sales minus your costs
The 20-day trend
Percentage of your total for each account
The total percentage of the accounts added together

Credits Issued and Past Due

Credits Issued

Total Credits issued
20-day trend
Percentage of credits by account
The total percentage of the accounts added together

Past Due Amounts

90, 60, 30 days past due
Total Due
Percentage of the amount due by account
The total percentage of the accounts added together

Movers

Three Sections:

Total increase and total decrease
The accounts on the rise
The accounts on the decline

View the Lens Report

Go to a web browser, and In the web address box, enter YOUR server IP address like http://192.168.100.10
Click on “Lens Availability” from the menu on the right side of the page.
Select your options from the drop-down menus.

To view and download these instructions as a PDF file, click on the following document image.

Click here to return to the top of the page.

Optifacts Knowledge Base

HTML Reports