User Manual Chapters to Read
Topic: Running
Reports
Other
Resources
Sample Reports
Lesson
We
are almost done laying the foundation of understanding how data is
entered,
stored, edited, consulted and extracted in XpertMart™.The
missing piece
is
running reports.
In
addition to looking at your data on screen through catalogs you can
also use
Reports to view data and get the information you need.
Let's
return to the Vendors Catalog. Click on the Reports button. You'll see
a menu
of Reports appear in the XpertReportsRunner™
window. Notice that all of
the
reports in this window are related to vendors.
Click
on the report called "List of Vendors" and press the Preview button.
You will see some of the data you have entered so far, this time as a
report.
Now
go to the Clients Catalog. Even though you have not made any entries in
the
catalog you can still click on the Reports button in the toolbar. Look
at the
list of reports that appear. You'll notice that they are all related to
Clients.
By
now you can tell that clicking on the Reports button in a catalog pulls
up
reports that specifically pertain to that catalog. Therefore in the
future if
you are wondering "Is there a report that shows my sales by
Department?" the fist place you would check would be the Departments
Catalog, and so on.
Spend
a little bit of time browsing the list of available reports in the
Vendors,
Styles, Departments, Clients & Brands catalogs.
If you have more time, check out some of the sample reports we have as PDFs on our web site. It can be useful to get a preview of the kind of reports you'll be able to run before you do the bulk of your date entry. Being able to visualize the end goal will help you make better choices along the way, as far as the kind of data you want in your database.
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