Users can rum reports from the Reports hub or dedicated modules to rum reports form the dedicated modules please follow the below instructions 

Generating a report in Infusion follows the same general process across all modules. Some run automatically with no selection options needing to be entered while others provide extensive options for refining and tailoring for specific needs. 

Please note that the Reports menu will only display customised reports. All other reports can be accessed via the More Options menu within their respective modules.

 

Generating a report

Reports are accessed via ...More Options in toolbars. Primarily, reports are generated from the related module, such as Financials or Customers, but some are found within sub-menus. Reports are listed and indicated with an icon.

From the options available, choose the relevant report. 

A parameters window opens with options to define the report. These options vary depending on the type of report being run. 

• Dates - report up to, from or between dates
  
   
• Checkboxes - checkboxes allow you to turn on or off a parameter such as rounding or including zero values
  
  
   
• Group By - summarise results by the specified group
  
   
• Range selection - report only data that fits within a range. Options include:
  • Enter a code in the From and To fields to refine a specific range
  • Enter a code in either the From or To fields to from up to or beyond a code
  • Leave blank for no restriction
    
     
  • General selection - refine the report to return only results that belong to the specified classification eg Type
    
    
     
  • Sort by -  have the report display sorted by a specified field
    

Run Report to create the report.

Reports generate to a preview window. Further options are available to work with the report outside of the window.

The Sales Analysis report below shows the standard structure of a report, with the output controlled by the parameters selected.

The standard structure of a report shows:

• Header - the report name and date period is always included and for reports that allow groupings, the grouping selection displays below the date. There may be multiple groupings displaying if the report allows for this.  
• Filters - for reports that use filters, the filter box shows options selected. ALL indicates that there are no filters applied. This section only displays on reports with filters.
• Report details - results display in the body of the report. Use the scroll bar to move through the results.
• Footer - The footer provides options to work with the report outside of the window and these vary depending on the report. Options are to Print, Email, Open and Download. Choosing Open launches the PDF in a new browser window and allows easier reading and navigation of the report on screen. 
• Download to save the report.