Report Window

Documents are displayed in the Report Window, unless they print automatically as part of a program function, such as reports generated by the day-end close. The top of the Report Window includes several buttons for navigating and printing reports.

Note: These buttons are not available for some documents, such as invoices, ROAs, and the Charge Edit Report.

You can use the Report Window buttons to do the following:

To move to another page or print a report, click one of the arrow buttons.
To adjust the size at which a report is displayed, select the magnification from the drop-down menu or type a value and click outside the magnification field.

Note: The magnification can range from 25% to 400%.

To find a specific quantity, dollar amount, item, or name on a report, type the information in the data-search field and click .
To export report data to other software applications, click and select the application and destination.
To ensure that the report includes the most up-to-date information, click .

Example: The Inventory Master List displays an on-hand quantity of 5 for your 36 month batteries. Then a salesperson places one of those batteries on a work order while the report is displayed on the screen. Clicking updates the item’s on-hand quantity to 4.