Custom Report Requirement Contact Information Name: Company: e-mail: Phone: Fax: Address What is the most effective way for us to communicate with you? ====== E-mail Phone Fax Address Report Information Report Name: Module: === A/P AR G/L SO P/O M/A S/M P/R Report Sequence Main sort fields: (i.e.:salesman) Include subtotals? : === yes no Second sort fields: (i.e.:item) Include subtotals? : === yes no Third sort fields: Include subtotals? === yes no Option Grid Date Field(if used) Use/Don't Use Field Name Beginning Date: ========= Use Don't Use End Date: ========= Use Don't Use 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: ============ Current Month History Both Ask Options 1.1) Field: 1.2) Description: 1.3) Note: 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) i.e.: Invoice number, Invoice date, Invoice amount... Additional Comments top
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.
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