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Reports Overview |
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Inventory has a variety of reports that you can use to gather, print out, and
share information about sales trends, payment, inventory levels, or other
aspects of your business. Creating a Report
To
create a report:
Printing or Exporting a Report
Once
you have created a report, you can choose to print it or export it to another
format like PDF. To
print a report, click the Print button after you have created a report. To
export a report:
Customizing Individual Reports
You
can customize various aspects of a report to gather the exact information
you'd like.
Report Title
The
Report Title is shown near the top of the printed reports. In each report, a default report title is
supplied, but you can change this by editing the text in the Report Title
field. Description
The
Report Description is a caption shown underneath the Report Title in the
printed reports. By default, the Report
Description is set based on the filters you set for this report, but you can
also customize the description yourself. Group By
In
many reports, you have different options as to how to group the lines
together. For example, you may want to
group your products in your report by category, or simply show them all as a
group. To select the grouping options,
choose from the options in the Group By field. Sorting
You
may choose how to sort the lines in your reports. In the event of a tie, you can set secondary
or tertiary sorting methods as well. To
choose a sorting method, set your choice of column to sort by in the First
Sort By column. To do subsequent
sorting in the event of a tie after the primary sort, you can set other columns
in the Then Sort By columns. Showing and Hiding Columns
You
may wish to show or hide some columns from the report. Most reports have some columns that are
optional. For example, you may not be
interested in the Costing information on some reports, so choose not to display
those columns. To
show or hide some columns, check or uncheck the options next to Show to
choose whether or not to show the corresponding columns. Filter By
In
each report, you can choose some options by which to filter the data to be
displayed. For example, you might only
want to see information on a certain Category of items, or only look at Sales
information over a certain period of time. |
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