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43.3 Run Report

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43.3.1 When a Report Group is selected, Reports belonging to the Report Group appear on the right side of the Report screen.

 

43.3.2 Select a Report.

 

Select a report by clicking the name or number

The selected Report is highlighted in black

A brief description of the selected Report appears at the bottom of the screen (in the white area just above the red line)

The red line displays the actual report name in the database.

 

43.3.3 Press the "Preview" button at the bottom left corner of the screen, or double click the Report you wish to run.

 

43.3.4 When a Report requires criteria to be entered, a Report Dialog Box appears.

 

Enter the criteria and then press "Preview" (or "Print" to print without previewing)

 

If you are not sure what to enter in a criteria box, follow the guidelines described below:

 

In most occasions, you can enter an asterisk "*" to choose all.

 

The main exceptions to this are Dates and Post Codes. With these, you must enter a range for example;

 

a) "1/1/1980" to "1/1/2004" (or 1 January of year after next) should give you all dated data

 

b) Post Codes "0000" to "9999" should give you all Australian addresses.

 

If a criterion allows you to choose multiple values selected from a list (for example, Reports --> Job Information --> Job Hours Cost/Charge… (rpt#108)), use "*" to select all values, "F*" to choose all Jobs (or Clients etc) beginning with F, or click individual values on the list as many times as you wish while holding the CTRL key down.

 

If your report returns no data, it is likely your selection criteria was too specific. If this occurs attempt to run the report again and broaden your criteria until you have results returned. This may include increasing a date range, or making a field less specific.

 

43.3.5 Report Page Setup

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Customize report settings such as paper size, page orientation, margin and color mode and save them permanently

 

Go to Ribbon -> click Print Preview ribbon tab

Go to the Latitude ribbon group on the right -> click Report Setup

Current - shows the current settings of the report

Default - the default set up of the printer

After making any changes click the 'Save' button to save the settings

Click the 'Use Defaults' button to restore the default settings

 

Most of the reports are originally designed and formatted on an A4 paper size. If you are using the US Letter paper, try changing the margins to fit.