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Designing your own reports?
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Snapshot Report Writer
demonstration
For those who wish to design their own reports, ABM has introduced the Snapshot Report Writer. A very easy to use tool for producing custom reports directly into Microsoft Excel. Snapshot requires no technical knowledge…just point and click labels which are familiar to business people. It can be used by consultants with technical knowledge to produce more elaborate results for their clients.
- Directly accessible from the ABM menu bar to users who have permission to access reports
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- Enables unlimited reports to be designed covering customers,suppliers, products, jobs, sales, purchasing, general ledger and the activity log
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- To produce an existing report just double click on its name in the list or click on Send to Excel
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- Use the New and Open buttons to design or modify a report
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- The copy button lets you take an existing report and modify it into a new one
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- The Tools menu contains settings and enables consultants to install the reports they have designed for users
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Designing a report - Step 1
Give your report a title and description.
Select the orientation; portrait or landscape and choose from the styles available in Microsoft Excel.
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Designing a report - Step 2
In the left hand list, pick the columns you wish to see in the report.
Below, you can drag the column widths to fit your page.
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Designing a report - Step 3
Pick the rows you wish to include in the report.
In the example, only transactions at the Main Location are to be shown and for a date range which will be
entered when the report is produced.
Lower down, there is an option to hide zero lines.
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Designing a report - Step 4
Finally, you can pick the columns on which the report is to be sorted and select sub-totals if required. A grand total is also available.
All that remains is to produce the report...
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Your Report
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