/*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

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

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”

ReportShare is a forum that allows Alert users to share their custom reports that were written using CQ Report Writer.  ReportShare is divided into sub-categories to make it easier for you to find relevant reports.  Review the list at the left by expanding the ReportShare category.

Submitting Custom Reports

To submit reports you will need to email the report code to ReportShare@alertms.com along with your name store name email address and version of Alert software – a description of the report and/or report output would also be nice but is not required.  A member of the CCG Support staff will post the report for you in the appropriate category under ReportShare.

Adding Comments to Reports

You can add comments or suggestions to the custom reports for other users to view.  When viewing a submitted report in Client Source click on the Comment link on the right hand side of the screen.  A form will load for you to enter your comments.  Click “Submit” when you are finished typing your comments.  Your comments will be added below the report text.

If you have any questions regarding this tool then please contact the Help Desk at (800) 326-0079 or via email at support@alertms.com.

Using the Reports in ReportShare

If you need help running reports in ReportShare and/or are not familiar with the use of ReportWriter please open the attached document and follow the directions or go to the Video section of our website and watch the ‘How to’ Video.