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This text refers to program version 4.3  

Introduction to Reports in the Sales Support Module

As with all modules, to print a report in the Sales Support module, select 'Reports' from the File menu or click the [Reports] button in the Master Control panel. Then, double-click the appropriate item in the list.

The following reports are available in the Sales Support module:

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 cover all the Sales Orders in the database. If it is necessary to restrict the coverage of the report, use the fields as described individually for each report.

It is often possible to report on a selection range, such as a range of Customers, or a range of Items. To do this, enter the lowest and highest values of the range, separated by a colon. For example, to report on Customers 001 to 010, enter "001:010" in the Customer 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].

With a report in the active window, 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 produce a new report using different reporting criteria.

If you have the CRM and Mail and/or the Quotations Value Packs, the Sales Support module will contain some extra reports not shown in the illustration above. Please click the links for descriptions of these extra reports.

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