Difference between revisions of "How do I create a stock list report?"
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== Summary == | == Summary == | ||
| − | If you are keen to start creating your own reports this article guides you through creating a very simple Stock List report. | + | 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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== Creating a Report == | == Creating a Report == | ||
| − | These instructions will guide you through creating a simple Stock list. | + | 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}}. | ||
| − | * | + | * Add a new report |
Follow the sections below in order: | Follow the sections below in order: | ||
=== Sort Order === | === Sort Order === | ||
| − | See [[How do I | + | See [[How do I create a report sort order?]] to understand the fields here. |
The variables that you will need are : | The variables that you will need are : | ||
| − | ;{{DataValue|S03}} - Stock Group | + | ;{{DataValue|S03}} - Stock Group |
** Set the {{DataPrompt|Group}} here to {{DataValue|Group 1}}. | ** Set the {{DataPrompt|Group}} here to {{DataValue|Group 1}}. | ||
;{{DataValue|S01}} - Stock Code. | ;{{DataValue|S01}} - Stock Code. | ||
| − | Press {{KeyPress| | + | Press {{KeyPress|ESC}} to return the report menu. |
=== Range Filter (1) === | === Range Filter (1) === | ||
| − | See [[How do I | + | See [[How do I enter a report range?]] to understand the fields here. |
The variables that you will need are : | The variables that you will need are : | ||
| Line 44: | Line 40: | ||
{{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.}} | ||
| − | Press {{KeyPress| | + | Press {{KeyPress|ESC}} to return the report menu. |
=== Column Details === | === Column Details === | ||
| − | + | See [[How do I create a report column?]] to understand the fields here. | |
| − | + | The variables that you will need are : | |
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| − | {{ | + | ; Column 1 - {{DataValue|S01}} - Stock Code. |
| − | + | ; Column 2 - {{DataValue|S02}} - Stock Description. | |
| − | + | ; Column 3 - {{DataValue|S07}} - Cost Price. | |
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** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}. | ** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}. | ||
| − | + | ; Column 4 - {{DataValue|S12}} - Retail Price (ex VAT). | |
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** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}. | ** Move down to {{DataPrompt|Currency}} and enter {{DataValue|N}}. | ||
| − | + | ; Column 5 - {{DataValue|S26}} - Location. | |
| − | + | ; Column 6 - {{DataValue|.03}} - Condense Line. | |
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| − | + | == Presentation == | |
| + | To improve the presentation, you could add a heading and a total number of stock codes in each group. | ||
| − | == | + | === Heading === |
| − | + | * Go to the {{DataPrompt|Sort Order}}. | |
| + | * From the {{DataValue|Stock Group}} line, press {{KeyPress|F5}} to set up the heading. | ||
| + | * 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}}. | ||
| − | * From the | + | === Totals === |
| − | + | * From the {{DataValue|Stock Group}} line, press {{KeyPress|S-F5}} to create the totals. | |
| − | + | * Create a column of {{DataPrompt|Column Type}}{{DataValue|Q}}. | |
| − | * | + | * Type a suitable heading e.g. {{DataValue|Total:}}. |
| − | * | + | * Create a second column with {{DataPrompt|File Var.}}{{DataValue|G01}} - Group 1. |
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| − | + | * Press {{KeyPress|ESC}} back to the {{DataPrompt|Sort Order}}. | |
| − | * Press {{KeyPress| | ||
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== Output Options == | == Output Options == | ||
| − | Specify how you wish to | + | Specify how you wish to output the report. |
== Saving the Report == | == Saving the Report == | ||
| − | When you have completed your report click {{Button|Finish Editing}} and click {{Button|Accept}}. | + | 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 | + | 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 == | ||
| − | + | * [[Getting started - Report Generator]] | |
| − | * [[Report Generator | + | * [[How do I create a report sort order?]] |
| − | + | * [[How do I enter a report range?]] | |
| + | * [[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}} | ||
| − | {{ | + | {{FAQ}}{{How}}{{Guide}}{{KB_RGen}} |
Latest revision as of 09:29, 18 June 2019
Contents
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
- Getting started - Report Generator
- How do I create a report sort order?
- How do I enter a report range?
- How do I create a report column?
