Customising Reports

Customising Reports

To customise your report: If, for instance, you want to change the date range of the report, you can sort and select records by changing the selection.

1. Select the required report from the list of reports, such as 'Customer List'.

   

   Image Description

   The Customers Reports screen. The toolbar ribbon shows the Home tab with buttons for Produce Report, Print All, Cancel, Add To Favourites, All Reports, Favourites, Recently Run, and a Category dropdown set to Customers, Group set to All, and a Report list. The Report Name list displays numerous reports including Backorders by Product, Credit Management Detailed, Credit Management Summary, Customer - Order Received Report, Customer Age Balances by Invoice Month Summary, various Customer Aged Balance Listing reports, Customer Batch orders, Customer Inactivity Report, Customer List, Customer Obits, Customer Outstanding Orders, and Customer Price Discount. A description at the bottom reads: "Print a list of orders by product which have not been completed."

Customers Report

1. Select** Produce** Report and the Edit Filters screen appears:

   

   Image Description

   The Edit Filters dialog for the Credit Management Summary report. The toolbar ribbon shows the Home tab with buttons for Start Report, Cancel, Save, Delete, Printer Setup, Selections, and Printer Printing. The top section shows a Select field with filter criteria "With Current Balance and older not 0, as at 09/10/2014". The right side has Send To options: To Screen, No. of Copies, Send to Queue, Print After (date and time fields), and Priority dropdown set to Normal. The lower section shows "Sort and select records by one or more of" with tabs for Aged Balance (Customer), Customer, Customer Group, and Customer Category. The visible Select Aged Balance Type section shows Account Type set to "With Current Balance and older", with fields for Balance Above, Balance Below, As at Date (showing Today checkbox), and a date field. Add Selection and Remove Selection buttons appear at the bottom.

Edit Filters screen for Customer List Report

Change Selection fields in Customer List record

1. Click the tabs in the lower half of the screen to view and select your sorting options. If you have added custom fields to your ledgers (see Company Menu Bar for more details), select the relevant account range tab, e.g. 'Customer' and select the appropriate custom field under the title 'Select By'.
2. When you have finished entering your sorting options for the selected report you have the choice to:

• Save These Selections: Enter a title that will identify this report if you come back to it later.
• Start Report: To preview the report before printing or exporting, select the 'Start Report' option and a preview screen appears as below. The balances will have changed according to your selections.

Image Description

The ABM Report preview window showing an "Evaluation Company - Australia Customer List" report. The report displays a table with columns for Code, Customer Title, Address, Delivery Address, Phone, and Fax. Multiple customer records are visible including entries like Brightstars Playschoools Ltd, Fountaine House, City Mall Refreshments, Lawrence Complex, World Cup Station, and Days of Housing, each with their respective address, phone, and fax details. The toolbar at the top shows a Close Report button, and the bottom status bar displays Current Page No. and Total Pages along with a Zoom Factor set to 100%.

Report preview screen

To view the report preview options, see Previewing Reports.