Running an existing form report

1. In the navigation panel, go to Reports then Form Reports.

2. Type the name of the report your are looking for in the search bar. A list of will appear. 

    Show me

   

3. Select the report you wish to run.

4. In the Parameters tab, click Show Report Using Parameters. The Parameters window will display. The parameters you need to enter depend on the report you have chosen.

5. All reports have different filters and can be filtered as required. Below is an example of how to run a report.
   For the Statement of accounts (category cards> Statement of Account) enter the "statement date" to view the correct report, enter customers name in the start and end customer or alternatively leave it blank to see all customers.

    Show me

   

6. Enter the desired parameters, then click OK. The selected report displays in the Preview window.

7. You can print, email or save the report.

To run form reports select the form report option from the Readysell 8 navigation bar. Form reports require selection of both a report and a query filter. Find the report category and report name in the last as specified for each report below. Highlight the required report. Then highlight the required Query Filter then click on the 'Show Report Using Filter' button to run the report. When the report is complete a list will show on the screen including all details from the report. Click on the Export button to send the report to Excel if required.