Reports are usually generated by selecting type of report and specifying range of data the report should include. A
report window opens and a print preview is shown. Subsequently, you can print it.
- Some windows have buttons for generating most often used reports (e.g. in invoices, orders, etc.). Left-clicking such a button generates recently used report, and right-clicking it opens a reports menu. See also
report buttons).
- Otherwise, simply click
print icon in
taskbar.
A list of available reports is opened when clicking the report button in
windows for entering report criteria in simple forms.
Left-click a desired report to select it. A report window opens and a print preview is shown. Subsequently, you can print it.
Shortcuts can be assigned to report as an alternative to selecting them from a list.
When generating more complex reports, clicking
opens a window where you can select additional criteria (see
generating Subjects reports).
Narrow down selection by entering criteria. If you leave the fields empty, all records will be included in report. Criteria which you can specify for report vary, therefore, they are described separately.
After specifying report type and criteria, generate
report in the following two ways:
- Click the report button in the taskbar.
- Double-click the report in the report tree, or
- use a shortcut that you defined for a specific report.
Generating a report of POS invoice is an exception since it is displayed and printed using F8 function key (see
F8 - print receipt).