Lets take Sales Analysis By Document Report as example: (go to Sales > Sales Analysis By Document Report)

CF1

 

Basic Filter

No Filter: no filter means select all.

Filter By Range: set a range of ‘From’ and ‘To’

CF2

 

Filter By Multi-Select: to select from the whole list, by checking the respective check boxes.

CF3

Report Options

Depending on the type of report, this section provides options related to the report layout.

Other Options

You may set the grouping of the reports to 2 levels. For example, firstly group by Debtor code and then group by Item code.

CF4

 

More Options

More options allows more filter options, document options and other options.

CF5

 

Inquiry

Click on Inquiry to list the result of filters and selected options. If you modify the filtration criteria or options selection, click on Inquiry again.


Preview/Print

Depending on the situation, some reports may have a few more report titles to choose,

CF6

 

Report Menu

Click on Report menu for more report options.

CF7

 

Design Report

Click on Reports > Design ……. Report, it will lead to the access of report designer screen.

CF8

 

Report Option

Click on Reports > Report Option, it will lead to more options of report printing.

CF9

 

Switch to Advanced Options

Click on Reports > Switch to Advanced Options, it will include the elements of More Options

CF10

You may switch back to Basic Options (click on Reports > Switch to Basic Options)


Preview Report

CF11

Contact us for a full product walkthrough

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