To Run a Sales Order Report

(Financial Controller only)

1. From the Sales Orders window list box select the sales orders you wish to report on.

2. From the Sales Orders window toolbar, click Reports.

The Sales Orders Reports window appears.

3. Select the report you require from the Sales Orders Reports window list box.

4. Indicate the report output you require by selecting one of the Option buttons provided: Preview, Printer, File or E-mail.

5. To generate the report, click Run.

Depending on which report you selected, the Additional Criteria window may appear. This includes only those criteria that are appropriate to the selected report selected. From here you can select to limit the number of transactions you preview. If you select a value in the space provided, only the number of transactions specified will be displayed. If you leave the box display as the default value 0, all of the transactions will be displayed.

If you selected to print the report, the Windows Print window appears. Use this to select which pages to print and change your printer settings if required.

If you selected to preview the report, the Preview window appears showing the first page of your report. If you are satisfied with the report, you can send it directly to the printer by choosing the Print button.

If you selected to print the report to a file, the File Save As window appears. Select a directory in which to store the file and enter the filename in the File Name box. You can also select the type of file you wish to create. Using the æSave File as TypeÆ drop-down list box, select either Sage Line 50 Report Data Files (.SRD), Comma Separated Value (CSV) or Text file format (.TXT).