How To Run Reports

Task/Problem Overview

The Reporting Engine has many canned reports available to you. If you have access to the Reporting Admin through Security Permissions, you will have access to ALL Reports under Reporting Engine. A session discusses how to give Permissions to particular reports to users.

Run a Report

• To get started go to Reports > Reporting Engine or Reports>My Reports depending on Permissions.

• Under All, you can view All Reports. They are also categorized as the following.

• Company and Financial

• Customers & Receivables

• Pricing

• Purchasing Rebates

• Sales Performance

• Vendors & Payables

• Warehouse Performance

• To search for a report start typing a word in the “Search” field, keeping in mind to keep it as simple as possible for instance if you are looking for a report with the word “Invoic” in its Name, Description, or synopsis “What does it do for me?”, the selections will all gather at the top of the screen under Search Results

• Upon finding the report you are looking for, simply double click the line or click on Run Reports at the top left corner of the screen.

• Most reports have a Parameter Screen to make choices for different filters.

Note: Date filters have predefined ranges or also Custom: where you can pick your own date range.

• Once that report renders, you have some options at the top of the screen.

If you have Report Admin Permissions, you will have an Overview, Report Designer, Print Preview, and HTML View tab at top

If you do not have Report Admin Permissions, you will only have a Print Preview tab at top/

Print Preview, Print a Report

• Once that report renders, you have some options at the top of the screen.

Print - allows you to bring up the Print parameter and print to the printer of your choice along with some other choices, including no of copies, Page Ranges, etc.

Quick Print - will print directly to the default printer.

Scale - will scale the margins before printing as a one-time setting

Margins - will define the margins before printing as a one-time setting

Orientation - Portrait or Landscape as a one-time setting.

Size - before printing as a one-time setting

Find - is probably the most important feature of the toolbar to find data in the report by clicking on the “binoculars”, and the Search parameter pops up in the upper left hand corner. Start typing what you are looking for, keeping it as short as possible, and cursor through using Next button to find data, will highlight on the report as shown below.

Navigation Paging - allows you to page through or use scroll bar to page up and down

Many Pages, Zoom - allows you to view many pages or zoom in or out as desired.

Page Color, Watermark - allows you to apply a watermark. For instance, if you want to communicate that this report is currently a “Draft”

Export a Report

• There are multiple medias to export a report to.

Note: Depending whether On Premise or Cloud the export of this will be different.

On Premise:

• Export to will open up your local folder on your computer to Save As

On Cloud:

• Export to will open up “Copy File For Download” screen. Type in the File Name and click Copy. Then Paste onto your own computer to Save.