Here you can configure all reports that appear in PANTHEON. You can customize
every report to suit your needs, e.g. rename it, change where it should be available,
edit captions and similar.
| ID |
Three-character ID of the report. |
| Active |
Reports that have this option unchecked will not be available for
use. Predefined reports cannot be deleted, but you can disable them
here. Upgrades do not affect this option. |
| Name |
Up to 30-character long descriptive name of the
report. |
| Defaut Printer |
Select the default printer. Applies only to POS if
Print mode is set to
D-Directly (see
POS printer). |
| Print Preview |
Check this option if you want to see a preview
of the report to be printed. If left unchecked, the report will be printed
immediately after you select it. |
| Print to File |
Check this option if you want to export the report in ASCII format
to a .txt file, which can then be printed on a dot matrix printer or
otherwise processed. The file will be created in your computer's root
folder (usually c:\) and named [ReportName].txt.
This option applies only to issued invoices and packing slips. |
| Change Sign |
Check this option if you want the quantity on
the report to have a negative sign (e.g. for positive credit notes).
This option does not apply to all reports. |
| Shortcut |
Select the keyboard shortcut to the report
from the drop-down list. |
| Number of Copies |
Set how many copies of the reports should be printed
by default. |
| BOM Levels |
Set how many BOM levels should the report include. |
| If no Data for Report |
Select what should happen if there is no data
that could be included in the report.
- Generate Anyway - Generates an empty report, i.e. only
static information is displayed, like header, footer, column titles.
- Message - Shows the message "No data for report!", along
with the report ID and title (see No data
for report).
- Continue - Takes no action. You can continue work as
if nothing happened.
|
| Sort By |
(optional) Define a custom sort order by entering one or more columns,
by which you want to sort data. What you type in here replaces the contents
of the ORDER BY SQL clause.
See General journal by date of posting
for sorting examples. |
| Report Type |
Specify where in PANTHEON the report should be
available. Predefined reports have this already specified.
Reports that have the same report type appear together in the same
group/list of reports.
See Cloning reports and changing report
types for examples. |
| Password |
Enter a password that, if entered correctly, will prevent displaying
the licensed user and report ID on reports (not shown in print preview).
The password can be set by your support provider for up to 10 reports.
|
| Inactive for Doc. Types |
Select one or more document types where the report
should not be available.
For example, if you don't want report 241 to be available in
documents of the type 310, enter 310 here. |
 |
Clone the current report, i.e. create a new report that is identical
to the cloned one, just with a different ID. In contrast, creating a
new report with the New button creates a blank report, that is
without any relations to the previous report. |