How do I create a unit stock list report?
Contents
Summary
If you are keen to start creating your own reports this article guides you through creating a very simple Unit 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 unit stock list.
Go to " Unit Sales Unit Reports Unit Sales 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 :
- 'V10' - Current Unit Status
- Press <Shift+F3>. You will see 'Group 1' appear under the "Group" column to the right of the screen.
 | This will allow you to group your units together and provide a total number of units per status, i.e. 'In Stock', 'Demonstrators' etc. |
- 'V02' - Manufacturer Code to list units in 'Manufacturer' order.
- 'V62' - Unit Stock Number.
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 :
- 'V02'- Manufacturer Code.
- Press <Shift+F8>. You will see an asterix appear alongside the "V02" variable.
- Press <F8>.
- Change 'Blank means All?' to 'Y'.
- Press <Esc> to return to the [Range Filter] screen.
| When running the report this will allow you to specify either a single Manufacturer or leave the field blank to include all manufacturers. |
- 'V16' - New Unit?.
- Press <Enter> twice to move across to the "Limit/Comparison" column.
- Enter 'N'.
- Press <F3> to move down to Page 5 [Range Filter (2)].
Range Filter (2)
- 'V10' - Current Unit Status Code.
- Enter 'STO' - In Stock in the "Limit/Comparison" column.
- Enter 'O' in the "AND/OR" column.
- 'V10' - Current Unit Status Code.
- Enter 'DEM' - Demonstrator in the "Limit/Comparison" column.
- Enter 'O' in the "AND/OR" column.
Repeat these steps to specify all possible Unit Status codes you wish to include in the report.
 | Whilst in the "Limit/Comparison" column you may press <Ctrl+F1> to select from a list of Unit Status codes. |
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 :
- 'V62' - Unit Stock Number.
- 'V01' - Unit Description.
- 'V07' - Unit Registration.
- 'V12' - First Registered.
- Enter 'T' in the "Options" and press <Enter>. This informs the report that you wish the date to be printed in text format i.e. '01/07/2017'.
- Press <Esc> twice to return to the report menu.
Presentation
You may wish to make the report more presentable, e.g. add a heading and total number of units in each section.
- From the report menu, select [Sort Order].
- On Row 1 press <F5>
- Press <F2> to create column 1.
- Move down to "Column Type" and enter 'Q'.
- Press <Enter> and type a suitable heading e.g. 'Status:'.
- Press <Esc> and [Accept] the column.
- Press <F2> to create column 2.
- Move down to "File Var." and enter 'V11' - Current Unit Status Description.
- Press <Esc> and [Accept] the column.
- Press <Esc>
- On Row 1 press <Shift+F5>
- Press <F2> to create column 1.
- Move down to "Column Type" and enter 'Q'.
- Press <Enter> and type a suitable heading e.g. 'Total:'.
- Press <Esc> and [Accept] the column.
- Press <F2> to create column 2.
- Move down to "File Var." and enter 'G01' - Group 1.
- Press <Esc> and [Accept] the column.
- Press <Esc>
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?
