Quick Report Examples

Overview

This document applies to Item Quick Report, Vendor Quick Report, Customer Quick Report, Purchase Order Quick Report, Sales Document Quick Report and Sales Line Quick Report.

Settings

Follow the steps below in Modules > Security Editor

1. Filter to *Quick and select the appropriate Quick Report setting (Item, Purchase Order, Sales Document, Sales Line, Vendor)
2. Multi Quick Reports Path - allows user to enter the path for many reports
3. Multiple Reports - defaults to False so one report is being used. Change this to True to use multiple quick reports
4. Quick Report – If a single report is being used, enter the Quick Report path in this field

Usage

The sales document quick report filters on the sales doc number and sales doc type fields, so the document must be saved in order to work. The two fields are automatically passed in, so they aren't required in your SQL, but whatever data you are querying must have the two fields available to filter on.

Note: You must use the <query addWhere="true"> tag in the xml or the reports will not work correctly.

Sales Line Quick Report Sample

<report name="Sales Line Quick Report Test" autoRun="true">
<query addWhere="true">
SELECT sl.Sales_Doc_Num, sl.Sales_Doc_Type, sl.Source, Item_Number, Sales_Batch, sl.Warehouse_Code
FROM spv3SalesLineItem as sl (nolock)
join spv3SalesDocument as sd (nolock) on sd.Sales_Doc_Num = sl.Sales_Doc_Num and sd.Sales_Doc_Type = sl.Sales_Doc_Type
/*where*/
</query>
</report>

Sales Document Quick Report Sample

<report name="Sales Doc Quick Report Test" autoRun="true">
<query addWhere="true">
<![CDATA[
select * from (
select sli.Sales_Doc_Num, sli.Item_Number, sli.Quantity, sli.Item_Description from spv3SalesLineItem as sli
)
as a
/*where*/
]]>
</query>
</report>

Vendor Quick Report Sample

<report name="Vendor Quick Report Test" autoRun="true">
<query addWhere="true">
select * from spvVendorItem
/*where*/
</query>
</report>

Item Quick Report Sample

<report name="Item Quick Report Test" autoRun="true">
<query addWhere="true">
SELECT sl.Sales_Doc_Num, sl.Sales_Doc_Type, sl.Source, Item_Number, Sales_Batch, sl.Warehouse_Code
FROM spv3SalesLineItem as sl (nolock)
join spv3SalesDocument as sd (nolock) on sd.Sales_Doc_Num = sl.Sales_Doc_Num and sd.Sales_Doc_Type = sl.Sales_Doc_Type
/*where*/
</query>
</report>

Customer Quick Report Sample

<report name="Customer Quick Report Test" autoRun="true">
<query addWhere="true">
select * from spvCustomerItemNumber
/*where*/
</query>
</report>

Purchase Order Quick Report Sample

This PO Quick Report has auto-link examples to the PO document and Vendor card: