New Custom Report

To create a new Custom Report,

1. From the Main Materials Menu go to Reports > Report Writer > New Custom Report.

2. Enter in a new Report Name.
3. Select a data source from the drop down list and click on Save.

The following Data Sources are available

• Purchase Order Details - this has Purchase Order related data
• Supplier Details - this has Supplier related data
• Material Details - this has Materials related data
• Supplier Materials - this has Material and Supplier related data.

Checking the Distinct check box will show only unique data - ie data rows that are the same will not be repeated.

4. Select a field or fields from the drop down field box (e.g. see highlighted below)

To sort on a field, select from the sort column - you can have up to 29 separate sorts. If you do not want this field to be sorted on, leave the sort blank

If you wish to select a set of available data, choose a value from the following Selections

• Equals
• Between
• Less Than
• Greater Than
• Contains
• Not Contains
• Is Empty.

Most of these are self explanatory but note that

• If using Between, you need two criteria
• When using a date, the date should be in dd/mm/yyyy format.

5. Finally, click on Save. To run the report see Run a Custom Report.

Some examples may help in understanding how this works - see Report Writer Examples.