Many reports in the system are accessible by a tabbed dialog form. You select a specific report by clicking on it's tab. 

Each report can have multiple layouts where the selections are saved. In this way you can request a certain set of selections for the report without having to re-enter them every time. One of the layouts can be designated as the default layout by checking the default layout box. It can be easily made the current layout by clicking the Default button. 

Navigate through the layouts in the same way you navigate through other database records in the system. 

You can customize many report layouts in the report customization module.

Menu selections and buttons not covered in other "getting started" sections: Also see FAQs.

Default

Press the default button to navigate directly to the layout specified as the default.

Descr

Press the descr button to pop up a detailed description of the report..

Preview

After you have completed making your report selections, you may choose the Preview item from the File menu or press the “Preview” button below the navigation buttons.  The system will then display the report on screen. You may view it there, or change printer setup and send it to your printer.

Print

After you have completed making your report selections, you may choose the Print item from the File menu or press the “Print” button below the navigation buttons.  The system will then send the report to your default printer.

Common Selections

Many reports in the system have various selections you can specify to fine tune what is reported. Not all selections are presented for all reports.

Report Format

Select the format (see report customization) you want to print for this layout from the dropdown selections.

Report Options

Print Header Page - prints summary of report selections, restriction, etc. on first page of report.
Start Each [xxx] on New Page - if sorting by that category, forces new page each time category changes.
Exclude Record Detail - suppresses printing of contract, invoice, etc. detail, printing only summary totals.

Contract Types

Active - include contracts with spots running form today to the future.
Inactive - include contracts with spots that have all run.
Billable - include contracts that will create an invoice.
Non-Billable - include contracts that that will not invoice.

You must select at least one option above and below the line.

Invoice Types

Report includes only invoices of the type selected.

Report Source

Selects information for the report from the selected sources.

Subtract From Gross

Calculations for gross amounts do not include amounts for spot types checked.

Exclude Comm

Specify the commission types you want to exclude from report calculations. Because you may or may not want "net" to include rep commissions, you must specify that here. The calculation for "net" may be titled something else in your report format, so if you don't check either box, it would actually be "gross" in so far as the calculations are concerned. If you want a normal "gross/net" printed, check the Agency box.

Print Preview Tools

(from left to right)

Zoom to fit - show the entire page in the window.

100 % - show the report at full size

Zoom to width - format the report to fit the entire width in the window.

First Page

Previous Page

Next Page

Last Page

Printer Setup - brings up the normal windows print setup dialog.

Print - prints the report to the selected or default printer.

Save Report - save the report to files in various formats (see below).

Load Report - read a saved report.

Close - close the print preview dialog and return to the report selection form.

Report Save-as Options

Many reports in the system can be saved in various formats for use by other applications. See below for some of the options.

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Copyright © 2002-2003 Summit Software Systems, Inc. All rights reserved.
Last modified: Thursday July 22, 2004.