Reporting - Revision history

DavidG: Dead link for report builder PDF. Replaced w/ new URL.

2019-05-23T22:29:30Z

Dead link for report builder PDF. Replaced w/ new URL.

Amy: /* Report Builder Tutorial */

2014-05-19T17:38:25Z

Report Builder Tutorial

ElliotD: /* All standard reports in SME, listed by type */

2014-01-03T00:10:07Z

All standard reports in SME, listed by type

ElliotD: Fixed two errors under purpose heading

2014-01-03T00:08:28Z

Fixed two errors under purpose heading

Amy: /* Report Builder Tutorial */

2012-05-04T15:38:08Z

Report Builder Tutorial

Amy: /* How to Duplicate Standard Reports for Custom Use */

2012-05-04T15:37:27Z

How to Duplicate Standard Reports for Custom Use

Amy at 21:02, 12 July 2011

2011-07-12T21:02:25Z

Show changes

Moha: Created page with "Report Builder Overview: Report Builder is the reporting component used in SME for creating and customizing reports. To access Report Builder: Go to Reports> Customize Reports ..."

2011-06-04T14:08:15Z

Created page with "Report Builder Overview: Report Builder is the reporting component used in SME for creating and customizing reports. To access Report Builder: Go to Reports> Customize Reports ..."

New page

Report Builder Overview:

Report Builder is the reporting component used in SME for creating and customizing reports. To access Report Builder:

Go to Reports> Customize Reports

[[Report Builder Module]]

[[Duplicating Standard Reports for Custom Use]]

[[Customizing Reports]]

[[Report Builder Tutorial]]

[[Company Reports]]

[[Module Reports]]

@@ Line 280: / Line 280: @@
 See ReportBuilder for information on the Report Builder tool.
 You can also download a pdf called "Learn Report Builder" from here:
-<br>http://www.digital-metaphors.com/pdf/LearnReportBuilder.pdf
+<br>http://www.digital-metaphors.com/download/pdf/RBuilder.pdf
 == Report Builder Tutorial ==
@@ Line 288: / Line 288: @@
 <br>The tutorial, available from the following link will familiarize you with the Custom Report UI, form controls, data links, etc. The version implemented into SME does not include the entire range of functionality that is found in the tutorial. It will introduce you to the reporting controls, design user interface, and basic report modification functionality. Creating, duplicating, and/or modifying SQL queries to pull data for reports in SME is not covered in this tutorial.
-<br><span>&nbsp;</span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>
+<br><span>&nbsp;</span>"http://www.digital-metaphors.com/download/pdf/RBuilder.pdf"<span><span>
 == Customizing Reports with Report Builder ==

@@ Line 286: / Line 286: @@
 SME uses a tool called Report Builder to customize the report/document forms.
-<br>The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data.
+<br>The tutorial, available from the following link will familiarize you with the Custom Report UI, form controls, data links, etc. The version implemented into SME does not include the entire range of functionality that is found in the tutorial. It will introduce you to the reporting controls, design user interface, and basic report modification functionality. Creating, duplicating, and/or modifying SQL queries to pull data for reports in SME is not covered in this tutorial.
 <br><span>&nbsp;</span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>

@@ Line 369: / Line 369: @@
 <br>Standard Customer System Report Detailed
 <br>Standard Customer System Report Summary
-<br>Standard Customer Trunk Reprot
+<br>Standard Customer Trunk Report
 <br>Standard Customers By Name
 <br>Standard Customers By Sales Person
@@ Line 450: / Line 450: @@
 <br>Standard Accrued Balance Report/Billing
 <br>Standard Accrued Balance Report/Site
-<br>Standard Accrued Sales Tax Reprot
+<br>Standard Accrued Sales Tax Report
 <br>Standard Aging Report by Date Range
 <br>Standard All Cash Sales Tax Report

← Older revision		Revision as of 00:08, 3 January 2014
Line 69:		Line 69:

	'''Purpose'''		'''Purpose'''
−	<br>~~Purpose~~ of this document is ~~the~~ further explain the different options under the Customize Reports section of SME. Most reports can be run from their respective modules. While other details reports, like the Aging and Tax Reports are actually ran from the Reports Module.	+	<br>The purpose of this document is to further explain the different options under the Customize Reports section of SME. Most reports can be run from their respective modules. While other details reports, like the Aging and Tax Reports are actually ran from the Reports Module.

← Older revision		Revision as of 15:38, 4 May 2012
Line 289:		Line 289:

	<br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>		<br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span>
−
−	~~<br>More information for this tool can also be found in the following attachment 'Learn Report Builder':~~
−
−	~~<br>[[LearnReportBuilder.pdf]]~~
−
−

	== Customizing Reports with Report Builder ==		== Customizing Reports with Report Builder ==