Order In Process report list

Inventory Report list

AR Report list

Job Tracking Report list

Report Features

Trough out all of the reports there is a list a features that are commonly used. Below you will find information of the most common features.

Saving Report Settings

This is a list of saved reports. Select a report by clicking on the name and it will automatically populate the report settings to the right.

For reports that you run on a regular basis, you can save the report settings. After you have entered all of the report settings, click the "Save Settings" button. You will be prompted for a name and whether you would like the report to be accessible for all users or just for yourself.

If you wish to delete a saved report, select the report by clicking on the name and then click the "Delete Settings" button.

Start & End Date

You can manually enter a start date and an end date or you can select from five push buttons; Today, 1 Day, 1 Week, 4 Weeks and MTD (month to date).

For Active Orders, the start and end dates are the Date Received. For Completed Orders, the start and end dates are the Date Completed.

Printing and Exporting reports

Most of the reports main screen will give you the option to either:

Simple Text Report
If you wish to create a simple text report in PDF format, this will allow you to print from the PDF reader.

Export to comma delimited file (CSV)
If you wish to export the report data to a comma delimited file, simply add a check the checkbox then you will then be prompted to select the path and name of the file.