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What are Report Packages?
Report packages are groups composed of reports that see regular use, either by an individual user or overall company. These groups can contain any number of reports from within the reports list, and will be printed in the order that they are entered. The system allows you to group reports in an overall Company package, or into Individual user packages.
Important: These packages are set up and organized by user, meaning that any changes made to a given user’s report packages–such as selecting different data display options–will not affect another user adversely. Reports in the report packages reflect the processing options for the most previous version of any given report.
The window shown below is for Company Report Packages. Depending on your company's needs, this package might include reports you would run to review your bid (Bid Review reports) or reports you run when you are ready to submit your proposal. In this window you can set up as many company report packages as you want. Just enter an identifying name for each package, then select the individual reports you want included in each of the packages you have set up.
Creating and Naming Your Packages
Click Insert in the window's lower left corner (or right click and select Insert). A line will open in the Package Description panel. Type in the package name then press enter.
To select the reports that you want to add to your package, double click on the package you want to work with, (or highlight the package and then click View/edit reports in selected package in the toolbar). This opens the Reports in Package window for the package you selected. From there, click Insert in the lower right corner. This will open the Select Batch Reports window, which contains an alphabetical list of all system reports. From this list, mark the reports you want by clicking on each one and pressing your keyboard space bar. When marked, your selections will become highlighted in blue. Once you have marked all of the reports you want, press enter. The select window will close and all of the reports you selected will be copied to the Reports in Package window.
Once the reports have been copied to the Reports in Package window, you can use the Arrow Buttons to arrange them in the order you prefer. Or, you can use the insert/delete buttons to to add or remove reports from the list.
Printing Your Report Package
Once your Report Package has been successfully created and filled with the reports desired, printing your Report Package is as easy as highlighting your selected package and pressing the Print button on the toolbar.
Conclusion
Getting started with SharpeSoft is a breeze. Whether you are looking to create a new job or add one, SharpeSoft has got your back. We have the tools and expertise necessary to help you make it happen without breaking a sweat.
You can continue on to other helpful Fast Trax articles found in the Blog section. To learn more about this particular subject, consult your system Help manual, or just give us a call and we’ll be glad to walk you through it.
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