Difference between revisions of "How do I create a stock list report?"

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{{Review}}
 
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== Summary ==
 
== Summary ==
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If you are keen to start creating your own reports this article guides you through creating a very simple Stock List report.
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If you are keen to start creating your own reports, this article guides you through creating a very simple Stock List report.
  
 
== More Information ==
 
== More Information ==
 
The Report Generator in Platinum is a very useful and powerful tool. Please {{SalesContact}} who will be pleased to advise you on upcoming training course dates and availability.
 
The Report Generator in Platinum is a very useful and powerful tool. Please {{SalesContact}} who will be pleased to advise you on upcoming training course dates and availability.
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Please see [[Report Generator - Getting Started]] for links to other useful articles.
 
  
 
== Creating a Report ==
 
== Creating a Report ==
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These instructions will guide you through creating a simple Stock list.
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These instructions will guide you through creating a simple Stock list.
  
 
Go to {{Menu|{{ST}}|Stock Reports|Stock Report Generator}}.
 
Go to {{Menu|{{ST}}|Stock Reports|Stock Report Generator}}.
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* [[Report Generator - Getting Started#Getting Started|Add]] a new report
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* Add a new report
  
 
Follow the sections below in order:
 
Follow the sections below in order:
  
 
=== Sort Order ===
 
=== Sort Order ===
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* Under the {{DataPrompt|Var}} column enter {{DataValue|S03}} - Stock Group or press {{KeyPress|S-F2}} to select this variable from a list of available [[What is a Report Generator variable?|variables]].
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See [[How do I create a report sort order?]] to understand the fields here.
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** Press {{KeyPress|S-F3}}. You will see {{DataValue|Group 1}} appear under the {{DataPrompt|Group}} column to the right of the screen.  
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The variables that you will need are :
 +
;{{DataValue|S03}} - Stock Group
 +
** Set the {{DataPrompt|Group}} here to {{DataValue|Group 1}}.
 +
;{{DataValue|S01}} - Stock Code.
  
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{{Information|iconsize=0.5|text=This will allow you to list stock codes in Stock Group order and provide a total number of items per group.}}
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Press {{KeyPress|ESC}} to return the report menu.
  
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* Press {{KeyPress|Enter}} to move down to Row 2.
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=== Range Filter (1) ===
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* Enter {{DataValue|S01}} - Stock Code.
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See [[How do I enter a report range?]] to understand the fields here.
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+
The variables that you will need are :
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Press {{KeyPress|Esc}} to return the report menu.
 
  
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=== Range Filter (1) ===
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;{{DataValue|S03}}- Stock Group.
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* Under the {{DataPrompt|Var}} column enter {{DataValue|S03}}- Stock Group.
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* Set the {{DataPrompt|Op.}} to be '>='. This represents {{DataValue|Greater Than or Equal to}}.
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** Press {{KeyPress|Enter}} to move to the {{DataPrompt|Op}} column.
 
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** Enter ''>='' or press {{KeyPress|F11}} to view the available operators. In this case we are using ''Greater Than or Equal to''.
 
 
** Press {{KeyPress|S-F8}}. You will see an asterix appear alongside the {{DataPrompt|S03}} variable.
 
** Press {{KeyPress|S-F8}}. You will see an asterix appear alongside the {{DataPrompt|S03}} variable.
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** Press {{KeyPress|Enter}} to move through the remaining columns until you are on the next row.
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;{{DataValue|S03}}- Stock Group.
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* Enter {{DataValue|S03}}- Stock Group.
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* Set the {{DataPrompt|Op.}} to be '<='. This represents {{DataValue|Less Than or Equal to}}.
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** Press {{KeyPress|Enter}} to move to the {{DataPrompt|Op}} column.
 
−
** Enter ''<='' or press {{KeyPress|F11}} to view the available operators. In this case we are using ''Less Than or Equal to''.
 
 
** Press {{KeyPress|S-F8}}. You will see an asterix appear alongside the {{DataPrompt|S03}} variable.
 
** Press {{KeyPress|S-F8}}. You will see an asterix appear alongside the {{DataPrompt|S03}} variable.
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** Press {{KeyPress|Enter}} to move through the remaining columns until you are on the next row.
 
  
 
{{Information|iconsize=0.5|text=When running the report this will allow you to specify a range of Stock Groups to include or leave both fields blank to include all Stock Groups.}}
 
{{Information|iconsize=0.5|text=When running the report this will allow you to specify a range of Stock Groups to include or leave both fields blank to include all Stock Groups.}}
  
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* Enter {{DataValue|S42}}- Stock Depot.
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;{{DataValue|S42}}- Stock Depot.
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** Press {{KeyPress|Enter}} to move across to the {{DataPrompt|Limit/Comparison}} column.
 
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** Press {{KeyPress|F1}} to scroll through depot codes until you find your stock depot.
 
 
** Press {{KeyPress|S-F8}}. You will see an asterix appear alongside the {{DataPrompt|S42}} variable.
 
** Press {{KeyPress|S-F8}}. You will see an asterix appear alongside the {{DataPrompt|S42}} variable.
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** Press {{KeyPress|Enter}} to move through the remaining columns until you are on the next row.
 
  
 
{{Information|iconsize=0.5|text=When running the report this will allow you to specify a Stock Depot to report on.}}
 
{{Information|iconsize=0.5|text=When running the report this will allow you to specify a Stock Depot to report on.}}
  
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Press {{KeyPress|Esc}} to return the report menu.
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Press {{KeyPress|ESC}} to return the report menu.
  
 
=== Column Details ===
 
=== Column Details ===
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* Press {{KeyPress|F2}} to create column 1.
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See [[How do I create a report column?]] to understand the fields here.
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|S01}} - Stock Code.
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The variables that you will need are :
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** Press {{KeyPress|Enter}} then {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|F2}} to create column 2.
 
  
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{{Tip|text=The system will automatically enter the position at which the column will be printed. It uses the previous column position plus that column's width plus 1 to allow for a space.}}
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; Column 1 - {{DataValue|S01}} - Stock Code.
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; Column 2 - {{DataValue|S02}} - Stock Description.
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|S02}} - Stock Description.
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; Column 3 - {{DataValue|S07}} - Cost Price.
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** Press {{KeyPress|Enter}} then {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|F2}} to create column 3.
 
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|S07}} - Cost Price.
 
 
** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}.
 
** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}.
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** Press {{KeyPress|Enter}} then {{KeyPress|Esc}} and {{Button|Accept}} the column.
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; Column 4 - {{DataValue|S12}} - Retail Price (ex VAT).
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* Press {{KeyPress|F2}} to create column 4.
 
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|S12}} - Retail Price (Please note: this is excluding VAT).
 
 
** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}.
 
** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}.
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** Press {{KeyPress|Enter}} then {{KeyPress|Esc}} and {{Button|Accept}} the column.
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; Column 5 - {{DataValue|S26}} - Location.
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* Press {{KeyPress|F2}} to create column 5.
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; Column 6 - {{DataValue|.03}} - Condense Line.
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|S26}} - Location.
 
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** Press {{KeyPress|Enter}} then {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|F2}} to create column 6.
 
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** Move down to {{DataPrompt|File Var.}} and press {{KeyPress|F1}} to display {{DataValue|.03}} - Condense Line.
 
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** Press {{KeyPress|Enter}} then {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
  
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Press {{KeyPress|Esc}} twice to return to the report menu.
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== Presentation ==
 +
To improve the presentation, you could add a heading and a total number of stock codes in each group.
  
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== Presentation ==
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=== Heading ===
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You may wish to make the report more presentable e.g. add a heading and total number of stock codes in each section.
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* Go to the {{DataPrompt|Sort Order}}.
 +
* From the {{DataValue|Stock Group}} line, press {{KeyPress|F5}} to set up the heading.
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* Create a column of {{DataPrompt|Column Type}}{{DataValue|Q}}.
 +
* Type a suitable heading e.g. {{DataValue|Group:}}.
 +
* Create a second column with {{DataPrompt|File Var.}}{{DataValue|S04}} - Stock Group Description.
 +
 
 +
* Press {{KeyPress|ESC}} back to the {{DataPrompt|Sort Order}}.
  
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* From the report menu select {{Tab|Sort Order}}.
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=== Totals ===
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* On Row 1 press {{KeyPress|F5}}
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* From the {{DataValue|Stock Group}} line, press {{KeyPress|S-F5}} to create the totals.
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* Press {{KeyPress|F2}} to create column 1.
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* Create a column of {{DataPrompt|Column Type}}{{DataValue|Q}}.
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** Move down to {{DataPrompt|Column Type}} and enter {{DataValue|Q}}.
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* Type a suitable heading e.g. {{DataValue|Total:}}.
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** Press {{KeyPress|Enter}} and type a suitable heading e.g. {{DataValue|Group :}}.
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* Create a second column with {{DataPrompt|File Var.}}{{DataValue|G01}} - Group 1.
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** Press {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|F2}} to create column 2.
 
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|S04}} - Stock Group Description.
 
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** Press {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|Esc}}
 
  
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* On Row 1 press {{KeyPress|S-F5}}
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* Press {{KeyPress|ESC}} back to the {{DataPrompt|Sort Order}}.
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* Press {{KeyPress|F2}} to create column 1.
 
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** Move down to {{DataPrompt|Column Type}} and enter {{DataValue|Q}}.
 
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** Press {{KeyPress|Enter}} and type a suitable heading e.g. {{DataValue|Total :}}.
 
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** Press {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|F2}} to create column 2.
 
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** Move down to {{DataPrompt|File Var.}} and enter {{DataValue|G01}} - Group 1.
 
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** Press {{KeyPress|Esc}} and {{Button|Accept}} the column.
 
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* Press {{KeyPress|Esc}}
 
  
 
== Output Options ==
 
== Output Options ==
−
Specify how you wish to [[Report Generator - Getting Started#Output Options|Output]] the report.
+
Specify how you wish to output the report.
  
 
== Saving the Report ==
 
== Saving the Report ==
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When you have completed your report click {{Button|Finish Editing}} and click {{Button|Accept}}.  
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When you have completed your report click {{Button|Finish Editing}} and click {{Button|Accept}}.
  
−
Having created this report you may wish to be brave and amend it to suit your purpose! See [[Modifying a Report Generator System Report]] for instructions on how to copy a report. This way you always have a backup to return to.
+
Having created this report you may wish to be brave and amend it to suit your purpose! See [[Modifying a report generator system report]] for instructions on how to copy a report. This way you always have a backup to return to.
  
 
== See also ==
 
== See also ==
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* [[Getting started - Report Generator]]
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* [[Report Generator - Getting Started]]
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* [[How do I create a report sort order?]]
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* [[How do I enter a report range?]]
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* [[How do I create a report column?]]
  
 
{{KB_Tags|report, reports, generate, generator, figures, report generator, custom reports, custom, stock list}}
 
{{KB_Tags|report, reports, generate, generator, figures, report generator, custom reports, custom, stock list}}
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{{KB_RGen}} {{GStart}}
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{{FAQ}}{{How}}{{Guide}}{{KB_RGen}}

Latest revision as of 09:29, 18 June 2019

Summary

If you are keen to start creating your own reports, this article guides you through creating a very simple Stock List report.

More Information

The Report Generator in Platinum is a very useful and powerful tool. Please Contact your Platinum dealer or our sales team on 0116 230 1500 or by using our website sales contact page who will be pleased to advise you on upcoming training course dates and availability.

Creating a Report

These instructions will guide you through creating a simple Stock list.

Go to " Stock Control Stock Reports Stock Report Generator".

  • Add a new report

Follow the sections below in order:

Sort Order

See How do I create a report sort order? to understand the fields here. The variables that you will need are :

'S03' - Stock Group
    • Set the "Group" here to 'Group 1'.
'S01' - Stock Code.

Press <Esc> to return the report menu.

Range Filter (1)

See How do I enter a report range? to understand the fields here. The variables that you will need are :

'S03'- Stock Group.
  • Set the "Op." to be '>='. This represents 'Greater Than or Equal to'.
    • Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.
'S03'- Stock Group.
  • Set the "Op." to be '<='. This represents 'Less Than or Equal to'.
    • Press <Shift+F8>. You will see an asterix appear alongside the "S03" variable.
When running the report this will allow you to specify a range of Stock Groups to include or leave both fields blank to include all Stock Groups.
'S42'- Stock Depot.
    • Press <Shift+F8>. You will see an asterix appear alongside the "S42" variable.
When running the report this will allow you to specify a Stock Depot to report on.

Press <Esc> to return the report menu.

Column Details

See How do I create a report column? to understand the fields here. The variables that you will need are :

Column 1 - 'S01' - Stock Code.
Column 2 - 'S02' - Stock Description.
Column 3 - 'S07' - Cost Price.
    • Move down to "Currency" and enter 'N'.
Column 4 - 'S12' - Retail Price (ex VAT).
    • Move down to "Currency" and enter 'N'.
Column 5 - 'S26' - Location.
Column 6 - '.03' - Condense Line.

Presentation

To improve the presentation, you could add a heading and a total number of stock codes in each group.

Heading

  • Go to the "Sort Order".
  • From the 'Stock Group' line, press <F5> to set up the heading.
  • Create a column of "Column Type"'Q'.
  • Type a suitable heading e.g. 'Group:'.
  • Create a second column with "File Var."'S04' - Stock Group Description.
  • Press <Esc> back to the "Sort Order".

Totals

  • From the 'Stock Group' line, press <Shift+F5> to create the totals.
  • Create a column of "Column Type"'Q'.
  • Type a suitable heading e.g. 'Total:'.
  • Create a second column with "File Var."'G01' - Group 1.
  • Press <Esc> back to the "Sort Order".

Output Options

Specify how you wish to output the report.

Saving the Report

When you have completed your report click [Finish Editing] and click [Accept].

Having created this report you may wish to be brave and amend it to suit your purpose! See Modifying a report generator system report for instructions on how to copy a report. This way you always have a backup to return to.

See also


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