Report Writing II
Delving deeper into Report Writing
Create a Report Schedule that will email the NL Account (Profit & Loss) statement to management at the end of every weekday.
Send out a letter to all our customers informing them our bank details have changed.
Add drill down on a customised customer sales report. Drill-down options include Quick Viewing Documents, Traders, Managers, Products, NL Accounts, Jobs, Batches, Bank Accounts or run another report.
Add a product picker to a customer sales report.
A document reference appears on a customer statement, this exercise explains how to remove it and replace it with another piece of information eg Manager.
Modify the standard contact form to create a report that will list all contacts entered for a period eg Working Date. We will also set it up on the report scheduler
Learn how to add your Sales Terms and Conditions to a sales order
Change the Profit & Loss report to add a second period for comparison.
If a report is grouped, Outline can be enabled to help navigate the results of the report. We will do this on the CRM report created in Ex 06
We can enable the Search Tool, so that text can be searched for on a report.
Used for more complex reports where data needs to be manipulated. Please contact Herbst support if you need to change such a report.
In this example, we add the Default Supplier to the Stock Reorder report.
Add Supplier Name and Code to a Goods In Kiosk Label
Discover what a stored procedure is and how it can be used in a report.
Report Writing II Presentation
“Download the slides for this course so you can double check the screenshots and further information. It’s a good material to follow the course.”