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reports:misc_built-in_reports [2019/09/21 11:19] – [16.08. Other Reports] lou | reports:misc_built-in_reports [2020/10/27 21:51] – [Prescriber report] Mark Glover | ||
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===== ABC analysis ===== | ===== ABC analysis ===== | ||
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Check this box to view the report directly in your chosen Spreadsheet program. | Check this box to view the report directly in your chosen Spreadsheet program. | ||
- | ===== Quotation | + | ===== Quotation |
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There is an additional filter, the Date filter, allowing you to specify the dates on which the Quotations you are examining were created or modified, and the radio button toggles display of the quotations' | There is an additional filter, the Date filter, allowing you to specify the dates on which the Quotations you are examining were created or modified, and the radio button toggles display of the quotations' | ||
- | ===== Sync Report | + | ===== Sync report |
This report allows you to to track remote site activity. | This report allows you to to track remote site activity. | ||
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- | ===== Debtors | + | ===== Debtors |
The following reports are available: | The following reports are available: | ||
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If you want a report for all customers, leave the entry field blank. Click // OK// and a report will be produced for any customers who match the criteria entered. Note that customers with no amount outstanding will not have a statement printed for them. | If you want a report for all customers, leave the entry field blank. Click // OK// and a report will be produced for any customers who match the criteria entered. Note that customers with no amount outstanding will not have a statement printed for them. | ||
- | ===== Transport | + | ===== Transport |
This report allows you to print information about the transport details for a range of invoices. | This report allows you to print information about the transport details for a range of invoices. | ||
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Click " | Click " | ||
- | ===== Prescriber | + | ===== Prescriber |
- | This report | + | The Prescriber |
You will be shown a window with the normal date range options, and the option to report only on prescibers whose type field is set to a certain type. | You will be shown a window with the normal date range options, and the option to report only on prescibers whose type field is set to a certain type. | ||
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If you are running a backorder system this gives you a quick way to check if backordered items are now in stock so they can be supplied to customers. | If you are running a backorder system this gives you a quick way to check if backordered items are now in stock so they can be supplied to customers. | ||
- | ===== Suggest price list additions... ===== | + | ===== Suggest price list additions ===== |
- | Note: the price list menu items are for those organisations that produce a price list or price indicator. (It is useful to call your publication a "price indicator", | + | Note: the price list menu items are for those organisations that produce a price list or price indicator. (It is useful to call your publication a "price indicator", |
===== Update price list ===== | ===== Update price list ===== | ||
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Click the OK button to run the report. | Click the OK button to run the report. | ||
- | ===== Manage | + | ===== Manage |
Choosing this item shows a list of built-in reports and any custom reports which have been designed: | Choosing this item shows a list of built-in reports and any custom reports which have been designed: | ||
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This button allows intrepid souls to save face by undoing the damage they have done to a particular report! The report that was installed with mSupply will be reloaded from the disk, and any changes you have made to the version stored with the data will be discarded. | This button allows intrepid souls to save face by undoing the damage they have done to a particular report! The report that was installed with mSupply will be reloaded from the disk, and any changes you have made to the version stored with the data will be discarded. | ||
- | == Revert | + | == Revert |
This button returns all in-built reports to their original state when you installed mSupply; exercise caution when using it. Custom reports which you have designed are not affected. | This button returns all in-built reports to their original state when you installed mSupply; exercise caution when using it. Custom reports which you have designed are not affected. | ||
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All reports are automatically saved by mSupply in the default folder. There may be occasions when you wish to save one or more reports on a removable storage medium - e.g. a pen drive - and this button allows you to do this; a window appears allowing you to specify the location in which you wish to save the selected reports. | All reports are automatically saved by mSupply in the default folder. There may be occasions when you wish to save one or more reports on a removable storage medium - e.g. a pen drive - and this button allows you to do this; a window appears allowing you to specify the location in which you wish to save the selected reports. | ||
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