How to Run a ReportMost reports have the same functions along the bottom of the report screen.
Generally, you enter the options/filters you want to see on the report and click Generate. Generate will create the report or let you know if the report can't be run (option missing, no data, information missing, etc). Once Generate has been completed, other functions can be selected.
Most of these functions are self-explanatory. To File will allow you to create a file to save on your workstation. Not all reports have this option, but if it does, it should be explained more thoroughly in the specific report's help page. Preview is like the Print Preview on word processing software. It will show you what the printed report will look like if it is sent to the printer. Most reports have the following print preview controls.
Print sends the report pages to the default Report printer designated in Workstation | Printing | Reports. Right clicking this button will allow you to select a different printer via the Windows Print box. Here, you can select the parameters for printing (print certain pages, multiple copies, printer preferences, etc).
Data View (only available on certain reports; check the help page to see if it is available) will allow you to customize the way you view the report. You can select from various parameters, sort specific columns, or even export the report to an Excel spreadsheet!
Reenter will allow you to change the parameters for the given report. This is useful if you previewed the report and wanted to add or change something to be displayed on the report. After you have changed the report settings, clicking Generate again will take you back through the process with the new settings. Close will exit the current report screen and back up to the Master Report Menu. From here, you can select a different report, the same report, or close this screen and return to the main menu of TransActPOS.
Some reports will have different formats with different buttons, such as a PDF button (creates a PDF), Modify Label (modifies the label to be printed), Export (exports the report into another section of TransActPOS), and more. These functions should be defined in the specific help page of the given report. If it is not, please contact Profile and let us know. Your feedback will make our help system more useful and helpful to you, the customer!
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