Reports: Difference between revisions

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(Created page with "This page allows users to run the Services report 600px|border The user can enter criteria of: * Date From/To * Job Group (From a drop-down list) On ...")
 
(Updated from Admin v3.3.0.1)
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This page allows users to run the Services report
This page allows several reports to be run.


[[File:EPOD-Export1.PNG|600px|border]]
[[File:EPOD-Export1.PNG|border]]


The user can enter criteria of:
Currently available reports are:
* Date From/To
* Service Report
* Job Group (From a drop-down list)
* Transport Report
These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.


On clicking '''Create Excel Spreadsheet''', the application will create and then open up the report. Depending on system settings, this could be through the browser or directly in Microsoft Excel (if installed)
 
Depending on the report, criteria may be entered to filter the report:
* Date From/To - a date range - calendar views are offered,
* Job Group - selected from a drop-down list.
* Customer Code - a drop-down list of all customers.
* Job Type - Collect or Delivery, through a drop-down list.
* Job Status - A drop-down list.
 
A '''Clear''' button is provided to clear any entered criteria.
 
On clicking '''Create Excel Spreadsheet''', the application will create and then open up the report. Depending on system settings, this could be through the browser, through download or directly in Microsoft Excel (if locally installed).




[[Category:UG 291094 EPOD Admin User Guide|250_100]]
[[Category:UG 291094 EPOD Admin User Guide|250_100]]

Revision as of 10:42, 14 July 2016

This page allows several reports to be run.

EPOD-Export1.PNG

Currently available reports are:

  • Service Report
  • Transport Report

These may be selected from a drop-down list of reports. This list of reports will be extended. Note also that extracts exists within several main screens to filter and extract to a spreadsheet file.


Depending on the report, criteria may be entered to filter the report:

  • Date From/To - a date range - calendar views are offered,
  • Job Group - selected from a drop-down list.
  • Customer Code - a drop-down list of all customers.
  • Job Type - Collect or Delivery, through a drop-down list.
  • Job Status - A drop-down list.

A Clear button is provided to clear any entered criteria.

On clicking Create Excel Spreadsheet, the application will create and then open up the report. Depending on system settings, this could be through the browser, through download or directly in Microsoft Excel (if locally installed).