New Report Wizard Standard

Owned by Amanda Thomas
Mar 14, 2019
3 min read

Here you will find our new report wizard standard.  We have applied the new wizard to

  • Product Sales Period Comparison (New) 

  • Customer Sales Period Comparison (New)

Utilizing the new Report Wizard

 

We have rewritten the Report Wizard layouts and have implemented the new Wizards on the Product Sales Period Comparison and Customer Sales Period Comparison.

The new Report Wizards are more efficient and faster to load and execute.  The new Report Wizards keep the user on a single screen with multiple option sets available.  The old Report Wizards would cycle the user thru multiple screens using the Step method. 

All new Report Wizard reports will be using this new standard.

 

(These must be configured thru Security to enable them to show on a user's menu)

Product Sales Period Comparison (New) 

Customer Sales Period Comparison (New)

New Report Wizard formats – now display in 2 panes.



 The options are the same options that were included in the original Product and Customer Sales Period Comparisons, they are just laid out more efficiently.

 

Stored Report options are now displayed at the top of the left pane.

If you save your parameter set, you will get the prompt to name these saved options.

If you check the Is Public box, all users that have access to this report can see your saved parameters.  If the box is not checked, only you can see this saved parameter set.

All other options displayed in the left pane will have the Include All, Include Selection and Exclude Selection displayed on the right pane.  The default is always to Include All.

On this example, the Company and Division is selected on the left pane.

The default selection is All companies and divisions.

Select the Include Selection or Exclude Selection and you will see a list of the available criteria.

In this case it shows the list of Companies and Divisions.

Select the Companies/Divisions that you wish to Include or Exclude from your report, based on the radio button checked.

 

You will see this same selection pattern on all options shown in the left pane except for the Extended information option.

Extended Information options will display as shown below:

This option works the same as it does in the original report.

You have the ability to create conditional criteria based on what was established within the Extended information in the Inventory Type and Item Masters.