You are provided with several 'standard' reports for viewing and analyzing the Repairs you have. There are
also reports for any Inventory, OS's, etc. The steps outlined here work for each of them.
First you have to Set The Report Data. From the Main Menu Select Reports then Set Report Data
Enter the data for the type of report you want to run. For example, if you are going to print an Estimate for a
single repair you will want to enter the Service ID. To run a report type, for example, to list all repair revenue
for a month, you will enter the Beginning Date and the ending date for the Report
You can manually enter the date as in 0401 (the program will default to the current year) or you can select the
date from the elicpse button.
Click OK. Then
Select on the main menu, select Reports/Report Manager
Expand the report type you want, select the report and click Print, Select Print again on the next window to
Preview the Report on your screen.
You have the option to view the information on your screen (default), Print the report to your local or network
printer, or save the report as .pdf file. These changes are selected after you have 'printed'
or viewed the document onto your screen.
If you get this...
...you entered the incorrect parameters or that data isn't there.
When you first run a report a common dialog box appears with these choices along with a 'Preview' option.
Clicking OK with the 'Preview' option checked will show the report on your screen. If you are satisfied with the
results you can at this point Print the entire report to your printer, select which pages to print, or elect to
'Save As' a PDF file on your computer or network. These options are available under the Report Preview's File
Before printing a report you must first Set the Report Parameters. This is done from the Main
Menu by selecting Reports, then Set the Report Parameters. You will then see a dialog window to allow you to select
the parameters, or options, available for the reports. Not all options apply to all reports, so it is ok if a
parameter is left blank...if the report doesn't use it.
Let's look at this a little more closely...suppose you want to run a report that is 'filtered' by a date range.
In the Set Report Parameters Window you will enter the Start Date and End Date of the report, you can do this by
manually entering the date (you don't need to enter the '/' in the date) close this window and select the report
from the Report/Report Manager window, then simply click Print.
Note: You only need to enter the Report Parameters one time as they will be used by any reports using them.
For example, if you enter the Start Date of 010111 (January 1, 2011) and an end date of 013111 (January 31, 2011)
all reports you run will use those dates.
Which Reports Require Which Parameters?
After running the reports a few times you will know which reports require which parameters
What If We Need Additional Reports, or Want To Change These Reports?
You have the ability to Create, Change, or Delete any Report. there is a seperate Report Help file
Any changes or additions can to be requested through Corporate Support Services. Additional reports are
available at $100 per report and changes are available for $50 per report. Naturally any errors will be corrected
at no charge.
How Do I Request A New Report?
You can fill out our Request form at http://www.corpsupportservices.com/information_form.html
or email Jack Richardson @ be sure to include a way to contact you and all
information about the report you want or changes you would like to have.
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