There are four main search types that can be added to a quick report. They are; a drop-down, a multi-selector drop-down, a date field and a free form text. There are also several types of operators that can be used on those search types, which we’ll go over in a little bit more detail. The basis of this quick report is looking at sales documents and it includes the sales line items that are on it.
Transcription
Hi, this is Ryan from CAL. Today I’m going to be talking about advanced SalesPad quick report features with a focus on search criteria.
There are four main search types that can be added to a quick report. They are; a drop-down, a multi-selector drop-down, a date field and a free form text. There are also several types of operators that can be used on those search types, which we’ll go over in a little bit more detail. The basis of this quick report is looking at sales documents and it includes the sales line items that are on it.
Let’s start with the first one. We have a simple drop-down menu here and these options can be a result of a query in our database and populate it that way, or we can just use flat text and type in options, such as yes and no, true and false, or in this case I actually wrote in the sales doc types of invoice order quote and return. We’re going to go ahead and hit invoice.
Now you’ll see our next search area is a salesperson. This one is a dynamic lookup based on the database, so every time that a salesperson gets added into the system which show on this list, the nice part about a checkbox is that we can select more than one option. With this one we would have to do select all; if we left it blank it wouldn’t actually pull back any data, but let’s go ahead. We’ll do Paul, Greg and Nancy, and look at their sales invoices.
We’re going to look at it for a date range, so this here is our document date is greater than or equal to, and over here we have document date is less than or equal to. Basically, this is our start range and this is our end range. For our start we’ll go back to March 1 and for our end we’ll go to today.
Finally, we can type in for a certain customer name, that’s the column that we’re searching on here, and this one is not actually using an equal it’s using a light, so if we typed in part of a customer name it would pull that back. In this case we’re going to look for customer name like Aaron and let’s see what data it pulls back for us. Now you’ll notice that each one of our invoices that’s pulled back is grouped together, and it has all of the columns that we’d expect to our sales document number, our type, our source, our salesperson I.D. In this case they’re all for Paul and over here we have the line items that are with this report.
You’ll see that while the header information, the sales document information is the same, each line information is slightly different. A lot of times when we build quick reports and we’re pulling in lots of columns, as we scroll across we can kind of lose which part of the report that we’re looking at, and we’ve lost kind of the important information for that.
For this quick report what I’ve done is I have created a band called sales document summary and has our most important information here. We can decide which columns would fall into that band, but I’ve made it so that this band is sticky, so it means it will always stay on the screen as I scroll to the right. That way we’ll always know which line lines up with our information.
Another nice feature in our quick reports is that we are able to create custom printed forms for the information, so if we went ahead and clicked on our print report, this is a simple report that I built just for this presentation, you’ll notice that the sales document number and all the grouping with the line items come back up. We can design this to look however the client needs for their purposes.
Thank you for watching and I hope you’ve learned more about the advance search features in our SalesPad quick reports.
By Ryan Dyer, CAL Business Solutions, www.calszone.com
