Using Reports

The Print, Preview, and Reset buttons appear on the top toolbar of the reporting functions.

The generated report preview includes a ribbon bar that is divided into multiple sections. Use the following buttons to perform the described functions.

Document section

Icon	Select To
Open	Open a file.
Save	Save the file.

Print section

Page Setup section

Note: Use the small arrow in the lower right corner of the section to open a page setup window, which allows you to adjust orientation, margins, and paper size in one place.

Navigation section

Zoom section

Page Background section

Export section

MMMMMMM

Close section

Use the Close button to close the report preview.

The OK, Print Log, Activity, and Reset buttons now appear on the top toolbar of the batch processes, posting, etc.

Use the Data Filter from report pick screens to build a condition to filter the generated report. A filter condition can consist of up to four options. Each option within the condition appears as a different color help distinguish it from the other options, Black Text [Blue Text] Green Text <gray text>. The instructions below illustrate how to build a condition.

1. Select how to group values by clicking the black text component (See Table 1).
2. Select a column heading to filter by clicking the blue text component .
3. Select the filtering criterion by clicking the green text component (See Table 2).
4. Enter, if applicable, a string of text or numbers to complete the condition by clicking the gray text component.
5. Click the icon to add additional conditions if applicable.
6. Use the Print, Preview, or Reset buttons to generate the report or set all fields to their default values.
   
   

Button	Name
	And
	Or
	Not And
	Not Or
	Add Condition
	Add Group
	Clear All
Table 1 - Black Component
Button	Name
	Equals
	Does not equal
	Is greater than
	Is greater than or equal to
	Is less than
	Is less than or equal to
	Is between
	Is not between
	Contains (text only)
	Does not contain (text only)
	Begins with
	Ends with
	Is like
	Is not like
	Is blank
	Is not blank
	Is any of
	Is none of
Table 2 - Green Component

When you define IDs and codes, it is important for you to know how they appear in a field list after they are sorted. Traverse sorts alphanumeric data alphabetically by comparing first characters, then second characters, and so forth. When two alphanumeric characters are compared, the character with the smaller ASCII value comes first in the alphabetic sort.

The list of alphanumeric characters is in ascending alphabetic order:

• Special characters (-, *, /, and so forth)
• Numbers (0-9)
• Uppercase letters (A-Z)
• Lowercase letters (a-z)

Alphabetical rules are not intuitive when numbers are involved. For example, in numerical sorting 60 comes before 112; however, in alphabetical sorting 112 comes before 60. To ensure that numbers appear in the same order in both an alphabetic and numeric sort, pad numbers to the left with zeros until they are the same length. For example, if 60 is defined as 060, 060 comes before 112 in both an alphabetic and a numeric sort.

Sort	By
Ascending	Clicking the column heading until the appears
Descending	Clicking the column heading until the appears

Use conditional statements to determine the data you can see in the view. There are four conditionals available to you for your interactive view or report:

AND

The AND conditional requires all records to match all conditions you set. If you set conditions that contradict each other, such as “City begins with P AND City begins with R”, your view will have no results, because a city cannot begin with both P and R at the same time.

If you set conditions that can exist at the same time, you will get results from your filter. For example, this filter: “City begins with P AND City ends with E”, will include records for Phoenixville, Pine Grove, and Pipersville, but not Philadelphia, Paoli, or Adamsville.

OR

The OR conditional requires all records to match only one of the conditions you set. If you set conditions that contradict each other, such as “City begins with P OR City begins with R”, your view will have results that include only cities that begin with either P or R.

For example, this filter: “City begins with P OR City ends with E”, will include records for Phoenixville, Bernville, Crum Lynne, Philadelphia, Paoli, and Adamsville, but not Bryn Mawr or Appleton.

NOT AND

The NOT AND conditional requires all records to not match all conditions you set. If you set conditions that contradict each other, such as “City begins with P NOT AND City begins with R”, your view will have the same results as only setting the condition of “City begins with P”, because a city cannot begin with both P and R at the same time anyway.

The conditions you set will eliminate all records that meet both conditions. For example, this filter: “City begins with P NOT AND City ends with E”, will include records for Philadelphia, Appleton, Osceola, and New Prague, but not Phoenixville, Pine Grove, or Pipersville.

NOT OR

The NOT OR conditional requires all records to not match any conditions you set. This is an elimination conditional that will exclude any records that match any of the conditions you set.

For example, this filter: “City begins with P NOT OR City ends with E”, will include records for Appleton, Osceola, and Bryn Mawr, but not Phoenixville, New Prague, Philadelphia, or Bernville.

A simplified "Report Currency" selection mechanism is available for reports containing costing or other financial data.

By default, no currency is selected in the drop-down. Reports with no currency selected will show data grouped and subtotaled based on currency. Selection of a currency in the drop-down will result in a report based on the selected currency.

If a report contains costing or other financial data, and no "Report Currency" selection is available, the report will show data in the functional currency of the transactions, customer, vendor, bank, etc. reflected in the report.