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New Custom Report

To create a new Custom Report,  


1. From the Main Materials Menu go to Reports > Report Writer > New Custom Report.
 
  


2.  Enter in a new Report Name.


3.  Select a data source from the drop down list and click on Save.


The following Data Sources are available

• Purchase Order Details  - this has Purchase Order related data 
• Supplier Details - this has Supplier related data 
• Material Details - this has Materials related data 
• Supplier Materials - this has Material and Supplier related data. 

Checking the Distinct check box will show only unique data - ie data rows that are the same will not be repeated.


4.  Select a field or fields from the drop down field box (e.g. see highlighted below)


  



To sort on a field, select from the sort column - you can have up to 29 separate sorts.  If you do not want this field to be sorted on,  leave the sort blank

If you wish to select a set of available data, choose a value from the following Selections

• Equals
• Between
• Less Than
• Greater Than
• Contains
• Not Contains
• Is Empty.

Most of these are self explanatory but note that

• If using Between, you need two criteria
• When using a date, the date should be in  dd/mm/yyyy format.

5.  Finally, click on Save.  To run the report see Run a Custom Report.


Some examples may help in understanding how this works - see Report Writer Examples. 

See also