/*Completed transactions during the time period with a value > $0.00 (regardless of when they were originally started). */

define date start = parameter/prompt = “Enter Start date for Fiscal Year”

define date enddt = parameter/prompt = “Enter End Date for Fiscal Year” default start +364

define file crmain = access cr_main, set cr_contract=cs_inv:cs_invoice, generic

define file crtot = access cr_totls, set cr_transaction=crmain:cr_transaction, generic

define number RENTALS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and
cs_iamount>0 and crtot:cr_rental > 0 then 1 else 0

define number RETAIL = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="C" and
cs_iamount>0 and crtot:cr_rental = 0 then 1 else 0

define number WORKORDERS = if cs_inv:cs_icreate_date>=start and cs_inv:cs_icreate_date<=enddt and cr_trans_type="W" and
cs_iamount>0 then 1 else 0

sum/nobanner/nototals/domain=”cs_inv”/title=”Number of Transactions Completed”

RENTALS

RETAIL

WORKORDERS

by start/heading=”FROM”/mask=”mm/dd/yy” enddt/heading=”TO”/mask=”mm/dd/yy”/newpage

In case you ever want to know the Payments on Account breakdown for a specific time frame, the attached document will walk you to it.

define string loc = parameter/prompt=”Enter location or #A for all”/uppercase default “#A”
define file slpohdr = access sl_pohdr, set sl_po_req_no= sl_posb:sl_po_req_no, generic

where
(slpohdr:al_location = loc or loc =”#A”)

list/nobanner/domain=”sl_posb”/duplicates/title=”Backordered Items Report”
slpohdr:al_location/heading=”Loc”
sl_posb:sl_po_req_no/nocommas/heading=”Req#”
sl_posb:sl_mfg_cat_no/heading=”Mfg cat#”
sl_name:sl_name/heading=”Name”
sl_posb:sl_ship_bkord_code/heading=”Code”
sl_posb:sl_ship_bkord_date/heading=”Date”/mask=”mm/dd/yy”
sl_posb:sl_ship_bkord_qty/heading=”Qty”

end of report

“S = Shipped, B = Backordered” – Informational only, not part of report

The video below will demonstrate how to load reports from the Alert Report Share on this website so that they can be used in Alert. The document below contains printable steps for the video.

Report Writer is a great tool for extracting data from Alert.  With Report Writer you can customize reports to help you run your business the way that makes the most sense to you.  When you first get started using Report Writer the biggest hurdle will be relating the domains and fields in Report Writer to the data that you want to see in Alert.  This guide should help you visually match up the information in Alert with the domain and field in Report Writer.

This document will show Alert data entry screens that are used everyday and show you where each entry can be accessed when writing reports.

This manual is a guide to using the Windows version of Report Writer. It includes step by step instructions for writing a report and walks you through different options that are available.

Always wanted to write your own report? Join Aaron to discover the easy method of writing reports.. the Visual Editor.

https://vimeo.com/583440014/81f246eb3b

Just another reason to love the Dashboards!

Just in case you didn’t know, by clicking in the body of nearly all of the Dashboard tabs, you can right click to process a report for all the information on that screen.

Once the report displays on the screen, you can then open the report in Excel and sort/edit the data to your heart’s content.

define string cat=parameter/prompt=”Sales Item Category: “/uppercase

define date begin_dt=parameter/prompt=”Beginning Sales Date: ”

define date end_dt=parameter/prompt=” Ending Sales Date: ”

where (sl_main:sl_category= cat or cat = “#A”) and

cr_main:cr_in_due_date>=begin_dt and

cr_main:cr_in_due_date<=end_dt and cr_contract_closed= "Y" list/title="Sales by Category"/nobanner/domain = "cr_sales" cr_main:cr_contract cs_main:cs_name/heading="CUSTOMER NAME"/duplicate cr_sales:sl_mfg_cat_no sl_name_t:sl_name/heading="ITEM DESCRIPTION"/duplicate sl_main:sl_category/heading="CATEGORY"/duplicate cr_main:cr_in_due_date/heading="SALE-DATE"/mask="MM/DD/YY"/duplicate cr_sales:cr_sl_quantity/width=10/nocommas/heading="QUANTITY" cr_sl_ext_amt_net/heading="ITEM-TOTAL-$$" cr_totls:cr_ticket_total/heading="TOTAL-ORDER-$$"/duplicate sorted by sl_main:sl_category top of page cat/heading="For Category: "/newline begin_dt/heading="FROM "/mask="MM/DD/YY" end_dt/heading=" TO "/mask="MM/DD/YY"/newline=2  

Truck Loading / Inventory Forecast report. It sums up all items needed per day, and you can specify Delivery, Will Call, or both combined. No customer or truck info, it’s just items on Reservations for the specified day(s).

*************************************************************************************************

define
std_date start_dt = parameter
prompt “Enter Starting Date”;

std_date end_dt = parameter
prompt “Enter Ending Date”;

string del_will = parameter/uppercase
valid “D”,”W”,”B”
prompt “(D)eliver? (W)ill Call? (B)oth”;

string del_will2 = switch(cr_main:cr_delivery) case “Y” : “D” case “N” :
“W”;

–#string w_loc = parameter/uppercase
–# valid “B”,”C”,”F”,”G”,”K”,”L”,”P”,”W”,”S”,”ALL”
–# prompt “ENTER WAREHOUSE LOCATION (or ALL)”
–# default “ALL”;

where
cr_main:cr_out_date >= start_dt and
cr_main:cr_out_date <= end_dt and (del_will = del_will2 or del_will ="B") and cr_main:cr_trans_type = "R" and cr_main:cr_contract_closed <> “Y” –and
–fa_blkst:fa_warehouse_loc2 <> “” and
— cr_main:cr_delivery <> “Y” and
–(fa_blkst:fa_warehouse_loc2=w_loc or w_loc=”ALL”)

sum/nobanner/duplicates/rundatemask=”mm/dd/yy”/noendofreport/zerosuppress/domain=”cr_fixat”
cr_fixat:cr_quantity/heading=”QTY”/nototal

across
cr_fixat:cr_out_date/total/mask=”mm/dd”

by –fa_blkst:fa_warehouse_loc2/heading=”WAREHOUSE:”/page
–fa_blkst:fa_warehouse_loc2/heading=”W”/width=1
cr_fixat:rc_inv_no/heading=”ITEM”/width=4
fa_main:fa_name/heading=”DESCRIPTION”/width=50

cr_main:cr_delivery/heading=”DEL Y/N”