View Sales Order Reports

From the Open Sales Order section of the admin site you can view report details from each transaction listed therein. To do so,

  • Log-in to your admin site. The Admin Site Home Page will be displayed.
  • Go to the Open Sales Order section, then click on one of the Sales Order Codes. The corresponding report will be displayed.
  • The Report viewer has a set of controls to help view or manage the document.

Report viewer Controls

  1. Display the Search Window
    Whenever necessary, this brings out the search function for your report.

  2. Print the Report
    Brings out the Print Dialog of your current browser.

  3. Print Current Page
    Brings out the Print Dialog to print the current page only.

  4. First Page
    (When the report is 2 or more pages) This brings you to the first page of the report.

  5. Back
    (When the report is 2 or more pages) This brings you to the previous page of the report

  6. Page Number
    (When the report is 2 or more pages) The dropdown menu lets you select from the number of pages in the report to view.

  7. Next Page
    (When the report is 2 or more pages) This brings you to the succeeding page of the report.

  8. Last Page
    (When the report is 2 or more pages) This brings you to the last page of the report.

  9. Export and Save
    This saves the current report to your computer with your preferred file format from the File Format Chooser (#11).

  10. Export and View
    This converts the report to your preferred file format from the File Format Chooser and transports it to another tab/window in your browser for you to view.

  11. File Format Chooser
    This lets you choose from the different file formats available for you to export (functions #9 and #10) There are 7 different formats you can export your reports to:
    PDF - Adobe Portable Document Format
    XML - Extensible Markup Language
    RTF - Rich Text Format
    MHT - is MIME HTML, a markup language used to compile several webpages into one file. Also known as MHTML
    TEXT - Exports the report in the .txt Notepad file format
    CSV - Comma Separated Format, stores tabular data in plain text form. A common, relatively simple file format that is widely supported by consumer, business, and scientific applications.
    IMAGE - Saves the report in .jpg image format.
   
  • Wednesday, 24 October 2012