Let's create a report showing inventory on-hand information. First, click the New button. Choose Quick Report Wizard from the Report Types dialog and click OK. The New Quick Report Wizard appears. In Step 1, enter "Inventory Report" for the report name and select the Inventory Control module. Enter any comments you wish about the report.
Click the Next button to go to Step 2. For Table, select "Customers." Then, find "Company Name" in the Available Fields list, click it, and click the Add button (which looks like a right arrow) to add it to the Selected Fields list.
Select "Inventory" in the Table list. Find each of the following fields in the Available Fields list, click it, and click the Add button: "Item #," "Description," "Class," "Standard Cost," and "Unit Price." Select the "Inventory Bins" table and add the following fields: "Warehouse," "Bin," "Refill Point," "Refill Qty," "On-hand Qty," and "Cost on Hand."
Let's see what the report looks like: click the Preview button (the following image shows a "zoomed out" version of the report, which you can set by changing the page magnification to 75%).
It's not a bad start, but let's format it so it looks like we expect. Close the preview window, and then select the "Item #" field in the selected fields list, click the Properties button below the list, select the Grouping page, and turn on the Group on this field and Include all fields in same table in group header settings.
Let's preview it again.
That's more like it. The listing is grouped by company name and is laid out as we expect.
For this report, the Elegant template might look nicer than the Standard one, so click the Next button until Step 5 appears. Choose "Elegant" from the Template drop-down, and preview the report again.
To save this report for future use, click the Finish button. It will appear in the Reports Explorer list.
© Stonefield Software Inc., 2018 • Updated: 05/29/18
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