Print reports

Print reports are various analyses, which are centrally administrated and be made accessible for all users (comp. report rights and user administration).

Via the toolbar, the following functions are available:

Add a new print report
Delete the marked print report

 

Create a new print report

Via the  button in the toolbar, a new print report can be added. A configuration form opens, in which the following information is recorded:

 

Module Selection list Selection of the program module, in which the print report shall be activated.
ID Simple input field Insertion of a six-digit number (ID) for ordering the print report in the selection hierarchically
Text Simple input field Individual text for describing the print report (this text is displayed to the user in the printer selection)
Selection query Checkbox Decision, if at the start of the print report an additional dialog is displayed to the user, in which he/she can select if all displayed data sets or only the marked shall be printed.

 

Printer selection when printing Checkbox Decision, if at the start of the print report an additional dialog is displayed to the user, in which he/she can select a print preview and a printing dialog (on which printer shall the documents be issued).

 

Type of report Selection list
Simple print report A simple print report is an individual report created with the print report designer.
commission label
partlist label
Contact document print merge During the print merge of contact documents, a prepared document from the text template administration/document templates can be printed for a selection of contacts simultaneously with one click. Via the button “selection” which appears during the configuration of the print report, the document template is determined.
Measurement sheet A measurement sheet contains production-relevant details of a part list item and is designed before in the part list of the respective item.
Subsequently, a print report is created for the measurement sheet. Via the “load report” button that appears additionally for this configuration, a dialog opens, in which the desired template is selected from the part list with the available measurement sheets recorded there.
Built-in word processing Via the configuration “built-in word processing” and the additional button “Selection”, a template can be selected from all the project templates in the text template administration. Alternatively, the entry [project document]  can be selected, via which the template, connected with the project, prints.  With this print report, several project documents can be printed at once, e.g. each one copy for the filing.
Product statistic A product statistic allows for the analysis of the order entries / Sales /etc. of single items in a certain time period. The configuration, which items shall be analyzed, is executed with the help of an assistant, which is started via the button “Assistent”.
Combined print reports Out of all recorded print reports, a combined report can be configurated, through which various print reports for a selection of data sets can be issued with one click. The combination of print reports is executed via the additional button “Assistent”. There, also the order in which the documents are processed can be determined, which determines the order at printing.
Selection query Selection list
Standard Simple selection query for determination, if all marked or displayed data sets shall be taken into account.
Special project time query Selection query for the retrieval of a project-time reports with selection of a client / several commissions / a time period.
Invoice salesrep selection Selection query for the consideration of single representatives, e.g. sales analyses, provision calculations
Purchase supplier selection Selection query for the consideration of single suppliers. e.g. for purchase order statistics
Supplier stock selection Consideration of single suppliers for stock analyses.
Printer Selection list Selection of the printer on which the document shall be issued from the devices available from  the pc.
Attach as PDF Checkbox For the projects module, the additional option “Attach as PDF” is available for print reports of the type “Simple print report”, “Commission label”, “Partlist label” and “Built-in wordprocessing”. If the checkbox is activated, the documents are also saved as PDF in the file attachments of the respective project during the printing process.
View print report for Selection box Print reports for the Projects module can be restricted for individual project documents. This means that, for example, the print menu in the project detail view can be designed more clearly, since only the reports relevant to the document are displayed.

The selection is made using the arrow buttons.

 

Dialog box for the configuration of a print report
Dialog box for the configuration of a print report

 

 

Additional dialog box for the selection of a measurement sheet
Additional dialog box for the selection of a measurement sheet

 

 

Article statistic assistant
Article statistic assistant

 

 

Assistant for the configuration of a combined print report
Assistant for the configuration of a combined print report

 

 

Additional selection for project document dependent print reports
Additional selection for project document dependent print reports

 

A newly created print report is at first only visible for the administrator and has to be enabled for the respective users via the print and report rights. Subsequently, the print report can be selected via the printing menu from the list and detail view of the assigned module.

 

Delete a print report

Via the  button, a marked print report configuration can be deleted. After finally confirming the modifications through saving them in the program settings, the print report is not available for any user anymore. But if the print report shall be only hidden /disabled temporarily for single users, this has to be determined via the report rights.

 

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