You can save all below listed examples of report types as templates and then just reuse them (for more information about saving order templates see Save current as template, for general information about designing and saving templates see Templates menu).

Example1: Overview of the Total Number of Ordered Items for a Customer in a Certain Period

You would like to see what your customers ordered in a particular time period (i.e. from 11.5.07 to 16.5.07).

Report processing:

• Report Type: Select the Summary by items report. This report will separate different items, but will sum up quantities of the same item.
• Report criteria: First, select all document types in the Document Type section. In the Order Date From field, enter 11.5.07. In the (Order) Date To field, enter 16.5.07. In the Valid section select the All option, because you are interested in all orders. Select all statuses in the Status section, because status is not important in this type of report.

The report will display all items that customers ordered in the particular period. The program will also calculate the quantity and value of dispatched items for each item.

Example 2: Overview of Non-Dispatched Orders

This example is related to the Example 1. You would like to see what your customer ordered in a particular time period (i.e. from 11.5.07 to 16.5.07), but did not buy.

In purchase order repots you can use this report type to check orders you have created and confirmed. However, goods were not yet delivered.

Report processing:

• Report Type:  Select the Summary by items report. This report will separate different items, but will sum up quantities of the same item.
• Report criteria: It starts the same as in Example 1. First, select all document types in the Document Type section. In the Order Date From field, enter 11.5.07. In the (Order) Date To field, enter 16.5.07. In the Valid section select the All option, because you are interested in all orders. Select all statuses in the Status section, because status is not important in this type of report. Select the Only Where Ordered and Delivered Qty Differ option, and the order will not include any items (or quantities) that have already been delivered.

You will see that this report type will print only items that are only partially or non-dispatched.

The report will display all items that customers ordered in the particular period. The program will also calculate the the number of dispatched items.

This report type cannot be use to check material requirements, because it does not include ordered items that can be used in BOMs!

Example 3: Overview of Material Requirements

The Material Requirements report type will print all items that you need for the dispatch of confirmed orders in a certain period (i.e. 1.1.07” do “31.12.07).

Report processing:

• Report Type: Select the Order report - material requirements report type. Unlike in other report types, the prices for the quantity of used goods are defined with the purchase price from the Items register.
• Report criteria: First, select all document types in the Document Type section. In the Deliver-By From field, enter 1.1.07. In the (Deliver-By) Date To field, enter 31.12.07. Select the Confirmed status in the Status section, because you are interested which material do you need for confirmed order. Select the Materials in BOMs option, this way in the report will be included also materials you require for compound items. This report type has by default selected the Only Where Ordered and Delivered Qty Differ option, and it does not appear on the screen.

Example 4: Overview of Market Segments

You can analyze, how many orders have come from resellers, institutions and end-users in a certain period.

Report processing:

• Report Type: Select the Order report - summary by subjects report. You are probably interested in your biggest customers in a certain market segment.
• Report criteria: First, select all document types in the Document Type section. In the Order Date From field, enter 1.1.07. In the (Order) Date To field, enter 31.03.07. In the Valid section select the All option, because you are interested in all orders. Select all statuses in the Status section, because status is not important in this type of report. Do not select the Only Where Ordered and Delivered Qty Differ option. In the Customer Type field select the ID of the customer type you are observing.

If you report ordered and dispatched quantities, and then repeat the procedure by different customer types, you will receive in few minutes a market overview of you orders, percentages of realizations by individual segments and even percentages of realizations by subjects.

Example 5: Overview of Clerk Performance

You can analyze, which clerk has received or created the maximum number of orders and has the highest realization quota in a certain period (i.e. first quarter of 2007).

Report processing:

• Report Type: Select the Order report - by clerks report type.
• Report criteria: First, select all document types in the Document Type section. In the Order Date From field, enter 1.1.07. In the (Order) Date To field, enter 31.03.07.