Here are the places in the program from where you can directly access the Reports Manager; the AddressBook Menu, the ItemMaster Menu, the Purchasing Menu, the Sales/Shipping Menu, the Projects Menu, the Inventory Menu, the Labor Administrator, the Job Costing Link in the Main Menu, the MRP Manager, and from each of the nine category columns on the FrontEnd Switchboard. When you open the Reports Manager, it will automatically load the Reports that apply to the Category you opened it from. You can then select different categories depending on what report you need.
Note: Whenever you run a report, if you get an error, check the criteria for that report. The criteria is always listed at the top of the report. Then go back and make sure there are entries in the data for all that criteria. Here is an example of the Listed Criteria for a Report (The criteria's here are JobPhase, Dept, Started, Complete, and Production Started):
Reports
The first tab on the Report Manager is where you select the report you want to run.
There are currently 18 Categories of Reports in BusinessMaster, which you can view and select from the Categories drop down menu:
Selecting the asterik (*) from the Categories menu will bring all the reports in the system into the report display window.
From the front Reports screen, some reports allow for Date Ranges to be applied, and some do not.
Here is a screenshot of the Report Manager allowing for Date Ranges:
Here is a screenshot of the Report Manager not allowing for Date Ranges:
When you select the report you want to run from the Reports Menu, it will display the Report Description beneath it:
Advanced Selection Criteria <Top>
Each report has its own Set of Advanced Selection filters available to refine and filter the scope of your reports. In each Reports Section in the Help Manual, we document what the Advanced Selection options are for each report. To run a report by any Advanced Selection criteria, simply select the report, then click the Advanced Selection tab, then select the options you want from the drop down menus, and click the preview button.
Create Definitions <Top>
If there is a report that you frequently run, that uses Advanced Selection Criteria, then you can add that report with that set of Selections to the Definitions list. Once you have selected the report you want to run, and the Advanced Selection options you want to filter by, then click the Report Definitions tab, and click the Add to Definitions button. It will create a definition at the end of the List, and give you an empty definition name field where you can give that Definition a descriptive name. You can create as many of these custom reports as you wish.
Create Groups <Top>
If there are a group of reports that you run every day, or on a regular basis, you can create a group from your Definitions List.
Assuming that you have Report Definitions already created, click on the Report Groups tab, then click the New Group Name button. Type in a New Group Name and click the OK button.
Now select the Definitions you want for this Report Group from the Definition Name menu.
When finished adding definitions, you can leave the screen and you changes are automatically saved. Now if you want to print this group of reports, click the Queue All button to send them to the Print Queue.
Printing <Top>
From the Print Queue screen, you can print a Job line by line, delete jobs line by line, or Print All Jobs, are Clear All Jobs.
Note on Printing Reports: If you do not have a valid default printer setup on the computer you are using, you will not be able to print or preview reports.
