Three Main Categories of Reporting Tools:

 

Standard Reports

Predefined, compliance-oriented reports used for operational and financial reporting, such as:

•Financial Statements

•Age Analysis

•Customer and Supplier Statements

•VAT Reports

•Audit and Management Reports

 

Grid Reports

Customizable tabular views available from lookup screens and transaction forms. Grid Reports allow users to filter, sort, group, and arrange information according to their own requirements. Reports can also be exported to Excel, emailed, or printed.

 

Pivot Grid Reports

Advanced multi-dimensional analysis tools that allow users to drag and drop fields, similar to Microsoft Excel Pivot Tables. Ideal for summarizing, grouping, and analyzing large amounts of data from different perspectives.

Grid Reports

The purpose of Grid Reports is twofold.

 

1. Personalised Reporting

Grid Reports allow each user, department, or employee to create reports containing only the information relevant to them.

This means:

•Different users can have different report layouts

•Only required fields are displayed

•Reports can be customized for specific operational needs

 

2. Exporting, Emailing or Printing Reports

Grid Reports allow you to:

•Export information to Excel

•Email reports

•Print customized report layouts

You can also control:

•The order of columns

•Sorting and grouping

•Filters and displayed information

This ensures that only the required information is displayed and shared.

 

Where to Find Grid Reports

Grid Reports are available on:

•Most lookup screens

•Transaction forms such as:

•Invoices

•Sales Orders

•Goods Received Notes

•Quotes

•Purchase Orders

•Customer and Supplier Forms

 

The Grid Report section is usually located at the bottom of the form.

Look for the Grid Report icon shown below.

 

To save screen space, the Grid Report may appear:

•As an icon (click to open), or

•As a single-line panel

 

Opening a Grid Report

Click the three dots (...) button to open the Grid Report setup window.

 

Creating a Custom Grid Report

 

Step 1. Create a New Profile

Click the New button on the expanded Grid Report panel. Type a distinct, descriptive name for your custom reporting view..

 

Step 2. Commit the Template

Click the Save button immediately after naming. This registers the new layout profile in the local database before you begin structural alterations.

 

Step 3. Filter and Tailor Columns

Design your report by:

•Using the Edit Filter

•Using the blue filter boxes

•Removing columns

•Resizing columns

•Reordering fields

•Sorting and grouping information

 

(See also: Lookups)

 

Step 4.  Save the Final Layout

Once the layout meets your operational requirements, click the Save button a second time to lock the column layout, widths, and active filter rules to the profile.

 

User Preferences and Default Management

Grid report settings are saved on a per-user basis, allowing multiple employees to access the same screen without disrupting each other's custom layouts.

 

Pro Tip: To prevent having to manually select your custom layout every time you open a screen, click the More button on the configuration panel and select Set as Default. The system will now automatically execute your personalized filtering and column layout upon screen initialization.

 

SCRIV Bot Routing Rules: Intent Mapping