Reports
Last updated
Was this helpful?
Last updated
Was this helpful?
Salesorder.com comes with a set of 'Standard Reports' that allow you to display and analyse data entered into your system. The reports are divided into a number of distinct categories, reflecting different areas of your business.
Reports can be customized to use a particular date range, show only certain columns, and filter by specified criteria. You can also memorize these custom reports so that you can build a complete set of reports specific to your business.
For convenience all reports can be exported to Microsoft Excel.
All standard reports allow the following:
Run the standard 'default' Report
Customize the Report by using filters
Memorize the Report, along with its associated settings.
Set the date range and column format where appropriate
Export the Report to Excel
Print the Report
Reports > Standard Reports
To run a Standard Report, such as a Profit and Loss or Balance Sheet, go to 'Standard Reports' under the Reports folder on the Explorer. This displays the Standard Reports page, click on the plus icon next to 'Accounting' to expand the list of Standard Reports in the accounting category.
To run the report, you can either click on the name of the report which is a link or click 'Run'.
Please note that if you have a lot of data in your system, some Reports may take a while to run.
In most cases there is a summary Report, which displays a summary of the figures accumulated from multiple transactions, together with a detailed Report showing the constituent transactions.
This is a Standard Profit and Loss report. From the action bar, you can customize, memorize and export this report.
If required, you can use the Date Range option to select an alternative time period for your report. Once selected, click 'Run;.
To view the detailed report, click on the assocaited summary number which are in blue.
From the Ref # and Name columns, you can click on the blue text to pop up the assocaiated Document.
A Report can be customized by simply clicking 'Customise' on the Report's Action bar; this displays the Report's customization page.
You can specify which columns you wish to see on the Report from the 'Columns' tab. The 'Filters' tab can be used to filter the results as required. You can filter using a variety of categories including by account and by suppliers.
In addition to Columns and Filters, on most reports you can also specify a custom date range.
To run the customized report, click 'Run Report' on the action bar.
You can access the list of Customized Reports from the Explorer. Click Reports > Customized Reports to view.
Often it is useful to be able to save or memorize a Report along with its customized settings. To do this simply click on 'Memorise' on the Report's Action Bar or from the Report's customization page. This will allow you to assign a name to the new Report, and save it.
Once the Report has been memorized, it can be accessed from the Explorer. Click Reports > Memorized Reports to display the List of Memorized Reports.
It is sometimes useful to export a Report to Microsoft Excel. You can then manipulate figures, and formulae etc. To export a Report simply click the 'to Excel' icon on the Report's action bar or from the Report's customization page. This will popup a dialog asking you to save the exported Excel file to a suitable location on your computer.
Want a Report that is not in the set of 'Standard' Reports supplied in your system? Or maybe you want a 'Dashboard' that gives specific real-time information about your business. We can build you virtually any type of Report/Dashboard with exports to PDF, Word and Excel.
For more information, and to discuss your reporting requirements please contact Customer Support at support@salesorder.com.
