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Latest revision | Your text | ||
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'''Purpose''' | '''Purpose''' | ||
− | <br> | + | <br>Purpose of this document is the further explain the different options under the Customize Reports section of SME. Most reports can be run from their respective modules. While other details reports, like the Aging and Tax Reports are actually ran from the Reports Module. |
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See ReportBuilder for information on the Report Builder tool. | See ReportBuilder for information on the Report Builder tool. | ||
You can also download a pdf called "Learn Report Builder" from here: | You can also download a pdf called "Learn Report Builder" from here: | ||
− | <br> | + | <br>[[File:LearnReportBuilder.pdf]] |
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== Report Builder Tutorial == | == Report Builder Tutorial == | ||
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SME uses a tool called Report Builder to customize the report/document forms. | SME uses a tool called Report Builder to customize the report/document forms. | ||
− | <br>The tutorial, available from the following link will familiarize you with the | + | <br>The tutorial, available from the following link will familiarize you with the necessary steps required to create, modify, or customize existing reports however it cannot be attached to your SMP data. |
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+ | <br><span> </span>"http://www.digital-metaphors.com/download/learning_reportbuilder.html"<span><span> | ||
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+ | <br>More information for this tool can also be found in the following attachment 'Learn Report Builder': | ||
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+ | <br>[[LearnReportBuilder.pdf]] | ||
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== Customizing Reports with Report Builder == | == Customizing Reports with Report Builder == | ||
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<br>Standard Customer System Report Detailed | <br>Standard Customer System Report Detailed | ||
<br>Standard Customer System Report Summary | <br>Standard Customer System Report Summary | ||
− | <br>Standard Customer Trunk | + | <br>Standard Customer Trunk Reprot |
<br>Standard Customers By Name | <br>Standard Customers By Name | ||
<br>Standard Customers By Sales Person | <br>Standard Customers By Sales Person | ||
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<br>Standard Accrued Balance Report/Billing | <br>Standard Accrued Balance Report/Billing | ||
<br>Standard Accrued Balance Report/Site | <br>Standard Accrued Balance Report/Site | ||
− | <br>Standard Accrued Sales Tax | + | <br>Standard Accrued Sales Tax Reprot |
<br>Standard Aging Report by Date Range | <br>Standard Aging Report by Date Range | ||
<br>Standard All Cash Sales Tax Report | <br>Standard All Cash Sales Tax Report |