Report Customization window

The Report Customization window enables you to define the content, appearance and formatting of the selected report.

If you want to use customised settings for this report again, you can save the report as a customised report by clicking Save As in the Report Display window. The settings for customized reports are automatically saved each time you change them.

Field Descriptions

Primary Filters (located in the area above the tabs)

For some reports, you can filter the report to show information only for specific records, types of records, or records that have been assigned particular custom list entries.

For example, if you are generating the Item Sales Summary report you can filter the report to show sales for specific items only or for items that have been assigned a particular custom list entry.

Advanced Filters tab

In this tab you can filter the report to reduce the amount of information included in the report. For example, for some reports you can choose to only show information for a certain date range, ID range, amount range or identifier. If you’d like to enter a date using a calendar, click the calendar icon or press the space bar to open the calendar window.

Report Fields tab

For some reports, you can choose which fields are displayed on the report. The Available Fields section of this tab lists the fields you can display.

If you want to display a field on the report, click in the select column next to the field. A mark in the select column indicates that the field will be displayed on the report, and the field name will also be listed in the Selected Fields section.

If you want to show all available fields on the report, click the icon in the select column.

Finishing tab

To view all other options that are available for this report, click this tab. For example, for some reports, you can choose the following options:

■

Include Company Name: If you want your company name to appear on the report, select this option.

■

Include Company Address: If you want your company address to appear on the report, select this option.

■

Include Report Date and Time: If you want the date and time you generated the report to be displayed, select this option.

■

Separate Pages: If you want to print each record’s information on a separate page, select this option. For example, if you are printing the Customer Sales Summary report, a separate page will be printed for each customer.

■

Prevent Data Changes During Report Generation: If you work in a multi-user environment, and want to prevent other users from adding, changing or removing any information from the company file while your software is generating the report, select this option.

■

Add to Reports Menu: If you want to list the report in the Reports menu (located on the menu bar), select this option.

If you want to print the selected report, click Print.

Send To

If you want to save the report to disk as a PDF, open it in Excel, email it or fax it, click Send To and then select the appropriate option from the list that appears.

If the Excel button is dimmed, and you have a version of Microsoft Excel that is compatible with your software’s OfficeLink feature, you may need to reinstall your software to use this feature.

Format

If you want to modify the font styles, sizes, colours, alignments, effects and page margins, click Format.

Cancel

If you don’t want to apply the changes you have made in this window, click Cancel.

Display

If you want to display the report using the filters you have set in this window, click Display.

Tips for this window