Once you have selected a report the first thing you will notice is the Ré3 report system toolbar along the top of every report setup window. This section will detail each of the buttons on the toolbar and their functions.

 

 

 

General

Clicking this button will open the general page, which contains all of the most common elements of the report setup. The general page is active by default whenever a report setup window is opened.

 

Filters

Clicking this button will open the filters page, which contains both the include filters and exclude filters. Filters are used to limit the amount of data that is returned on a report.

 

Layout

Clicking this button will open the layout page. It is on the layout page that you can configure what columns should be displayed on the report as well as how the data should be grouped and sorted.

 

Appearance

Clicking this button will open the appearance page. The appearance page is used to configure the fonts that should be used on the report as well as the report margins and custom header text.

 

Output

Clicking this button will open the output page. The output page is where you can specify a location the report can be sent to. This could be the printer, a preview to the monitor, or saved to the hard disk in one of many popular formats. In addition, entrée version 3 will also allow you to email any report from this page as well.

 

Configure

Clicking this button will open the Configure page. The configure page is used to save or recall a report configuration. In addition report configurations may also be imported, exported, and locked from this page.

 

Just to the right of the configure button you will notice a down arrow. Clicking the down arrow will open a menu with all of the available saved configurations, making easy to recall a configuration from any page in the report setup window.

 

GP Configuration

This button will only be displayed in the toolbar for reports that perform calculations using price charges, costs related to gross profit information. In this dialog you can select items to be included in the sale amount and the costs to use when calculating the cost of an invoice or item. You can also select deductions that should be taken during the calculations.

 

 

Preview Layout

Clicking the Preview Layout button will open the report preview dialog which will illustrate what the report will look like when generated. Press the Escape key to close the Preview dialog.

 

A Preview of the Inventory Price List Report with Company Logo