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Knowledge Base Articles
/*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”
by start/heading=”FROM”/mask=”mm/dd/yy” enddt/heading=”TO”/mask=”mm/dd/yy”/newpage
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.
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).
std_date start_dt = parameter
prompt “Enter Starting Date”;
std_date end_dt = parameter
prompt “Enter Ending Date”;
string del_will = parameter/uppercase
prompt “(D)eliver? (W)ill Call? (B)oth”;
string del_will2 = switch(cr_main:cr_delivery) case “Y” : “D” case “N” :
–#string w_loc = parameter/uppercase
–# valid “B”,”C”,”F”,”G”,”K”,”L”,”P”,”W”,”S”,”ALL”
–# prompt “ENTER WAREHOUSE LOCATION (or ALL)”
–# default “ALL”;
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”)
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 firstname.lastname@example.org.
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.
If you are new to the Knowledgebase, or just having a hard time finding what you are looking for.. this document should help. Things will continue to change as we make further changes to this site. We thank you for your patience and are happy to assist you in finding your way.
October 20, 2021
Live from ARA 2021! It’s Kristin from 3D Event Designer with a new presentation highlighting CAD Event planning from within your Alert Software. https://vimeo.com/636780507/bf1c8436ce
Whether you need to update your pricing for the upcoming year in order to quote updated prices for future events, or perhaps you have some equipment that is seasonal and you want to modify pricing for an upcoming season. Flex Rates will allow you to do that. Take a look at our updated Flex Rate […]
This document will assist you in setting up an Administrative Fee, based on a percentage of total Rental Items and Sales Items on a ticket. The fee will auto update as you add or delete items, and can be changed to a fixed amount from the ticket.
October 13, 2021
This document provides both set up and workflow instructions for Changing the Location on an open ticket. (This is an add-on feature and has an associated cost.)
October 12, 2021
If you’ve ever processed Finance Charges, then been handed a stack of checks that haven’t been entered, this is the document for you.. Easy to follow steps to reverse your Finances Charges.
September 2, 2021
In some cases, when creating a credit ticket for a Customer for an amount different than the original ticket, you may need to update a Tax Rate or Damage Waiver to reflect your new credit amount. The attached document will walk you through that process.
Would you like your warehouse staff to have a real time look at delivery information, Customer pickup/loading information, or pre-delivery pull lists? Bright sign might be your answer. Take a look at Eric’s video for a demonstration. Bright Sign Video
September 1, 2021
Watch and learn as Jeff completes his discussion on Work Orders and Preventative Maintenance. Video #3 Link
August 23, 2021
Jeff continues his journey through Work Orders and Preventive Maintenance. Video #2 Link
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