Work with a Displayed Report

How do I? | Memorize a Report | Refresh Report Data

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Note: Not all options described here are available on every report type or for Point of Sale Free users. For example, several of these options are not available when viewing customer, vendor, or item history reports.

You have several options when working with a displayed report.

- To run the report for different dates, specify a new date range at the top of the report and then select A pply Date Range.

- To change the data included or change other display options, select M odify from the window toolbar. Learn more.

- With the report displayed, you can change the column order/widths, sort the report values, search the report by keyword, and, when available, use QuickZoom to view additional detail or view associated documents or records.

- Print, export, memorize, or add the report to the report Dashboard.

Customizing Report Columns and Sort

- To rearrange the order of columns in a report, drag-and-drop the column headers to a new position.

- To change a columns width, drag the separators (small diamond symbols) left or right or to adjust all columns to the width of their largest entry, right-click the header and choose Adjust Column Widths.

- To sort the report by the values in a column, click the column header. Click the header again to sort in the opposite order (ascending or descending).

Using QuickZoom to View Additional Report Detail

QuickZoom allows you to view additional detail in sub-reports or in the associated documents and records. QuickZoom refers to the "magnifying glass" icon that appears on reports and graphs.

With the QuickZoom icon displayed, double-click a line or value in the report to bring up the additional detail that is available.

Examples:

- If you are viewing the Customer Sales report, double-click a customer name to see a sub-report listing all items sold to that customer. Double-click an item line on the second report, and a report of all sales for the item is displayed.

- If the report includes a document list (e.g. sales detail report or customer/vendor/item history) double-click on a listed document to view it.

Doing a Text Search on a Report

To search a report for a text string:

1. With a report displayed, enter the text string you are looking for in the Find field at the top of the report.

2. Select the magnifying glass icon to the right of the Find field.

3. Continue selecting the find icon to locate additional occurrences of the text.