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HansaManuals Home   >> Standard ERP   >> Customers, Suppliers and Contact Persons   >> Reports  

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This text refers to program version 2024-03-16  

Reports connected with Customers, Suppliers and Contact Persons

Customer reports are located in the CRM module and in the Sales Ledger, while Supplier reports are in the Purchase Ledger. To produce a report, use the [Switch Module] button in the Navigation Centre to ensure you are in the correct module and then click (Windows/macOS) or tap (iOS/Android) the [Reports] button, also in the Navigation Centre. You can also use the Ctrl-R (Windows) or ⌘-R (macOS) key combinations. Then, double-click Windows/macOS) or tap (iOS/Android) the report that you need in the list. 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 Customers or all the Suppliers 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 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. .

If you would like to change any of the default settings in a specification window (e.g. you would like a particular option to be selected or not selected or a field to contain a particular value whenever you open a specification window), open the specification window and then select 'Edit Report Defaults' from the Operations menu (Windows/macOS) or Tools menu (iOS/Android):

A window containing a replica of the specification window will be opened: enter the defaults that you need, save and close the window. On the first occasion that you do this, the title of the window containing the replica will be 'New', while on subsequent occasions the title will be 'Update'. On saving for the first time, a record will be created in the Report Specifications setting in the Technics module. If you need to revert to the standard options, select 'Edit Report Defaults' in the specification window and then delete the record containing the saved defaults.

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 (Windows/macOS) or by selecting 'Recalculate and Print' from the Operations menu. If you are using iOS or Android, you will find this function on the Tools menu (with 'wrench' icon).

Once you have entered the reporting criteria and have chosen a print destination, click or tap [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 produce a new report using different reporting criteria. If you are using iOS or Android, the 'Recalculate' function will be on the Tools menu. There will be no 'Reopen Report Specification' command: tap < to go back to the specification window instead.

Please follow the links below for details about each report:

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