Generally, will find it easier to find an existing list report which is like the one you want to build, then copy it and change the copy.
From the navigation panel. select reports then list reports
Note:
- that all the list reports that come standard with Readysell have a code in the "Report ID" column. Each code starts with "L" which indicates a list report, then "-[nnn]" which indicates the built in report number
- any report with no report id is a custom report for your site that is not included as one of Readysell's standard reports
Click on the 'New' button at the top right of the screen to create a list report
Enter a report name, consider starting all your report names with "MY" or some other word to remind you this is a built in report. I am just going to use the lack of a reportid to tell this is a custom report in this case, but some dealers find adding a word at the front of the report name helps. I am doing a list of sale tenders as an example. So I will call this report "Sale Invoice tenter".
Enter a "Category" for the report. The category determines under which menu heading the report appears when displayed on the reports list. I want this example to appear in the sales section of reports, as it is about sale tenders, so I select "Sales" from the pull down list on the "Category" field.
Enter a data type, this is critical, the data type determines just about everything the report can do. If you enter the wrong data type you have no chance of getting the report you expect. I want to list sale tenders. So I select data type "Sale Invoice Tender". The data type is the file the data is coming from. If I wanted a list of sale invoices, I would select "Sale Invoice", if I wanted products in the list, I would select "Product" etc. If in doubt, contact Readysell for advice on the correct data source to select or look at the data sources being used by existing list reports.
Note:
- Always try to add Parameters to your report. Parameters cause windows of common filter options to display when you run the report. If the report has no parameters, you will be forced to use filters when running reports. Filters are very powerful, but are a lot harder to use. A parameter window might ask you for a start and end date as fields you just fill in on a popup window, filters require you to enter the start and end data in a structured query. Editing filters requires at least a one hour training course. So try to use Parameters if you can.
- The only way to know if the data type on your report allows you to add parameters to your report is to try to add a parameter. If your data type allows parameters, the parameters available will display.
Click on the "New" button above the list of parameters on the "Parameters" tab
