Report Writing II

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Report Scheduler

1
Introduction to Report Writing 2
1:38

Delving deeper into Report Writing

2
Overview of Report Writer
2:23
3
Ex.01 Report Scheduler
7:06

Create a Report Schedule that will email the NL Account (Profit & Loss) statement to management at the end of every weekday.

4
Ex.02 Letter to all customers
13:26

Send out a letter to all our customers informing them our bank details have changed.

5
Ex. 03 Adding Drill down to customised reports
9:49

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.

6
Ex.04 Add Product Picker
37:35

Add a product picker to a customer sales report.

7
Ex. 05 Remove Reference from customer statement
27:15

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.

8
Ex. 06 Management want a CRM report: all contacts entered
23:46

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

9
Ex. 07 T&Cs on sales Order
41:00

Learn how to add your Sales Terms and Conditions to a sales order

10
Ex. 08 Add a second period to the Profit &Loss Report
28:20

Change the Profit & Loss report to add a second period for comparison.

11
Ex. 09 Enabling Outline and Search
12:32

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.

 

12
Ex.10 Execute block type SQL
11:55

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.

13
Ex. 11 Modify a Goods In Kiosk Label
33:28

Add Supplier Name and Code to a Goods In Kiosk Label

14
Ex.12 Using store procedures
6:46

Discover what a stored procedure is and how it can be used in a report.

Report Writing II Presentation

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.”

Enrolled: 7 students
Duration: 4:06 Hours
Lectures: 14
Report Writing II
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