FAQ: How do I Print a Report of my Customers/Vendors/Products? |
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To print a report of your customers follow the easy steps below. You can customize this report to include only a select group of customers and/or to include additional customer information.
1.Starting from the main screen, select File > Customer > Master.
2.In the bottom right corner of the Customer Master screen, click the Report button.
3.The Selection Criteria window will open. For more information on the criteria options, see the Customer Selection Criteria page. If you wish to print a report of all your customers, click the OK button. A window will pop up asking if you wish to select your entire customer file. Click the Yes button in this window.
4.Now choose the information that you want to see about these customers in the Customer Field Selection window. Click on the field so that it appears highlighted in blue to include it in the report. Click on it again to remove it from the report.
5.Click the OK button to run the report. (Check off the Export to CSV box first if you want to export the report to an Excel spreadsheet). Choose the correct printer and number of copies, then click the Print button to print the report. You can also view the report on screen by clicking the View button, or fax or email the report by clicking the Fax/Email button.
To print a report of your vendors follow the easy steps below. You can customize this report to include only a select group of vendors and/or to include additional vendor information.
1.Starting from the main screen, select File > Vendor > Master.
2.In the bottom right corner of the Vendor Master screen, click the Report button.
3.The Selection Criteria window will open. For more information on the criteria options, see the Vendor Selection Criteria page. If you wish to print a report of all your vendors, click the OK button. A window will pop up asking if you wish to select your entire vendor file. Click the Yes button in this window.
4.Now choose the information that you want to see about these vendors in the Vendor Field Selection window. Click on the field so that it appears highlighted in blue to include it in the report. Click on it again to remove it from the report.
5.Click the OK button to run the report. (Check off the Export to CSV box first if you want to export the report to an Excel spreadsheet). Choose the correct printer and number of copies, then click the Print button to print the report. You can also view the report on screen by clicking the View button, or fax or email the report by clicking the Fax/Email button.
To print a report of your products follow the easy steps below. You can customize this report to include only a select group of products and/or to include additional product information.
1.Starting from the main screen, select File > Product > Master.
2.In the bottom right corner of the Product Master screen, click the Report button.
3.The Selection Criteria window will open. For more information on the criteria options, see the Product Selection Criteria page. If you wish to print a report of all your products, click the OK button. A window will pop up asking if you wish to select your entire product file. Click the Yes button in this window.
4.Now choose the information that you want to see about these products in the Product Field Selection window. Click on the field so that it appears highlighted in blue to include it in the report. Click on it again to remove it from the report.
5.Click the OK button to run the report. (Check off the Export to CSV box first if you want to export the report to an Excel spreadsheet). Choose the correct printer and number of copies, then click the Print button to print the report. You can also view the report on screen by clicking the View button, or fax or email the report by clicking the Fax/Email button. |