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HansaManuals Home   >> Standard CRM   >> Quotations   >> Reports  

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Juhend HansaWorld Enterprise'i versioonile 6.2  

Introduction to Quotation Reports

Quotation reports are located in the Contact module. To produce a report, use the [Module] button in the Master Control panel to ensure you are in this module and then click the [Reports] button, also in the Master Control panel (or use the Ctrl-R (Windows)/⌘-R (Mac OS X) key combination). Then, double-click the item in the list that you need. A specification window will then appear, where you can decide what is to be included in the report. Leave all the fields in this window blank if the report is to include all the records in the database. If you need to restrict the coverage of the report, use the fields as described individually for each report.

You can often report on a selection range, such as a range of Quotations, or a range of Customers. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to report on Quotations 001 to 010, enter "001:010" in the Quotation Number field. Depending on the field, the sort used might be alpha or numeric. In the case of an alpha sort, a range of 1:2 would also include 100, 10109, etc.

Use the Media options at the bottom of the specification window to determine the print destination of the report. The default is to print to screen. You can initially print to screen and subsequently send the report to a printer by clicking the Printer icon at the top of the report window.

Once you have entered the reporting criteria and have chosen a print destination, click [Run].

If you print a report to screen, you can use the 'Recalculate' command on the Operations menu to update the report after making alterations to background data. The 'Reopen Report Specification' command on the same menu allows you to update the report using different reporting criteria.

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Please click the links below for details about each report:

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