Readysell provides many reporting options. Getting the most from your Readysell system involves careful use of the right kind of report for each situation.
Report training is critical
The key driver for successful use of Readysell reporting is sufficient report training. You will not be able to decide which type of report to use for any given situation without report training. We suggest a minimum of two hours report training should be included in your Readysell training program. You need to know the strengths and limitations of list views, form reports, analysis reports, list reports and emails. You will also need a one hour refresher training session once a year to keep up with all the latest report improvements.
Using the right report for each situation.
- You may not need a report, often list views, particularly saved view variants, can give you live report like features without having to run a separate report. List views and saved view variants from the main navigation menu are used for a lot of your day to day reporting requirements. List views in the main body of Readysell can be displayed live or exported to meet many of your requirements without needing a report at all!
- Use form reports most of the time when you need a report. Particularly when you need presentation quality, external reports or custom calculations, this should cover most of your reporting requirements. Form reports can be run from transactions, such as invoice layouts (non-executable reports) or run from the form reports navigation menu, such as stock on hand reports (executable reports)
- Use Analysis reports to supplement form reports for things like adhoc reporting, cross tab views of your data, your custom management reporting requirements or where it is necessary to "drill into" the data in more depth. There is a separate overview document for key analysis reports
- Use list reports in special cases where you can't get the result you want from a list view. For example product suppliers are shown on products but don't have their own list view. With list reports you can make a list of all product suppliers and use drag and drop tools to make a two dimensional list of the data you need, even if it is not covered by any existing list view
- Use email templates with emails or email batches to more effectively communicate with customers, prospects and suppliers
Office Brands dealers should use the standard invoice and over report layouts approved by Office Brands if possible
Using the standard Office Brands report layouts for documents such as invoices has a number of advantages:
- The standard invoice and other layouts comply with the Office Brands style guide and have been expressly approved by Office Brands for use by all Office Brands dealers
- Readysell tests all the standard report layouts before every release of the program. We can't test custom report layouts. Over time changes to the program may break any custom report layouts you might make