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Adding Report

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bullet01 Now, let us assume that you want to configure Sale Register Detailed Report, which is in the following format:

 

sale register detailed.zoom60

 

Fig.1 Sale Register Detailed

 


Add Report

 

To add report in the report group you created in Setup Report Group, follow the given steps:

 

bullet-arrow  Right-click on the report group and select Add Report option.

 

Add Report

 

Fig.2 Add Report

 

bullet-arrow  Now, select the Sale Register(Detailed) option from the List For Available Reports. Add the sale register detailed report by clicking on Add button.

 

List for Available-Reports

 

Fig.3 List for Available-Reports

 

 

notes

Try to avoid using special characters in your report name.

 

bullet-arrow  Click  on OK button.

 

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Report Configuration

 

bullet-arrow  Click the report you added. A report configuration form will appear.

 

bullet-arrow  Specify the starting date and ending date of the report.

 

Report Configuration

 

Fig.4 Report Configuration

 

bullet-arrow  Click on Save Button.

 

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Report-Group Options

 

Right-Click on report-group and multiple options will appear as shown in the figure below:

 

Group Setting Options

 

Fig.5 Report-Group Options

 

bullet01 Add Report: Use this option to add new report.

 

bullet01 Edit Group: You can edit group details using this option.

 

Edit Report Mailer Group

 

Fig.6 Edit Report

 

bullet01 Remove Group: Click this option to remove the group.

 

Remove Group

 

Fig.7 Remove Group

 

bullet01 Add/Edit Schedule: You can schedule the time and occurrence details of the report. Either you can add the specific time or time interval, or you can justify the occurrence detail on daily, weekly or according to specific days.

 

Schedule-Details

 

Fig.8 Schedule Detail

 

bullet01 Create/Mail Reports: This option option enables you to create and mail multiple reports at a time.

 

Create Mail Report

 

Fig.9 Create/Mail Reports

 

bullet01 Disable Group: This option will disable the currently selected group.

 

Disable Group

 

Fig.10 Disable Group

 

bullet01 Set Report Order: If you have multiple reports, you can set their order by clicking the arrows.

 

Set List Order

 

Fig.11 Set Report Order

 

bullet01 Delete Files: Click this option to delete the report files you created.

 

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Report Options

 

Right-Click on the report you added and multiple options will appear as shown in the figure below:

 

Report Options

 

Fig.12 Report Options

 

bullet01 Remove Report: Click the button to remove the report from the group.

 

Remove Report

 

Fig.13 Remove Report

 

bullet01 Create/Mail Report: This option option enables you to create and mail a particular report on which you have right-clicked.

 

Create-Mail Report

 

Fig.14 Create/Mail Report

 

bullet01 Assign Shortname: You can assign a short-name to the report.

 

Assign Shortname to report

 

Fig.15 Assign Short-name

 

bullet01 Disable Report: This option will disable the currently selected report.

 

Disable Report

 

Fig.16 Disable Report

 

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