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Custom Report Requirement  
   
Contact Information  
Name:
Company:
e-mail:
Phone:
Fax:
Address
What is the most effective way for us to communicate with you?
 
Report Information  
Report Name: Need Help?
Module:
   
Report Sequence  
Main sort fields:
(i.e.:salesman)
Need Help?
Include subtotals? : Need Help?
   
Second sort fields:
(i.e.:item)
Need Help?
Include subtotals? : Need Help?
   
Third sort fields:
Need Help?
Include subtotals? Need Help?
   
Option Grid
Date Field(if used)
Use/Don't Use
Field Name
 
Beginning Date:
Need Help?
End Date:
 

The options are the choice that will be provided in the grid when the report is selected. The option grids will look and work like the option grids for the rest of the reports. On all the report grids there is three blocks of information. The first block describes what is being asked for. The second block is where the information is entered and the last block is a description of the choices. For example on many of the grids a choice such as the following is listed:

Customer Number Blank Field (Enter Portion or Blank for All)

If the customer number is entered in the blank field, only that customer or any customer starting with the characters entered, will be included on the report.

   
Transactions files: Need Help?
   
Options  
1.1) Field: Need Help?
1.2) Description: Need Help?
1.3) Note: Need Help?
   
2.1) Field:
2.2) Description:
2.3) Note:
   
3.1) Field:
3.2) Description:
3.3) Note:
   
4.1) Field:
4.2) Description:
4.3) Note:
   
5.1) Field:
5.2) Description:
5.3) Note:
   
Report Format (fields to include, description or field name)
   
Additional Comments
   
 

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