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Reporting

  • NAFTA Certificate of Origin

    Overview The NAFTA Certificate of Origin security setting allows users to see and use the NAFTA Certificate of Origin report. This report can be copied and edited in report designer. See the Reports d...

  • Proforma Invoice

    Overview The Proforma Invoice security setting allows users to see the Proforma Invoice default report in the report manager. This report can be copied and edited in report designer. See the Reports d...

  • Printing Item Images on Reports

    Overview Using Report Designer, users can customize any of their reports to display actual images that are attached to a line item. To do this, users must have the proper user defined field set up on ...

  • Printing and Emailing PDF Attachments

    Settings To allow for printing attached PDF documents when printing reports: Go to Modules > Settings Filter to “print pdf” and set Print PDFs attached to Sales Documents and Items to True Usage PRINT...

  • Packing Slip

    Overview The Packing Slip security setting allows users to see the Packing Slip report in the report manager. This report can be copied and edited in report designer. See the Reports documentation for...

  • Order Confirmation

    Overview The Order Confirmation security setting allows users to see the Order Confirmation report in the report manager. This report can be copied and edited in report designer. See the Reports docum...

  • Opening Report Designer from a Quick Report

    If a Quick Report is linked to a Print Report, you can open the Report Designer directly from the Quick Report in SalesPad to modify the printed report. To open the Report Designer, Go to Modules > Qu...

  • Moving a Report from Test to Production

    Security Report Manager must be enabled in the Security Editor in order to access the Report Designer, which is required to move the report from Test to Production. Print Report must be enabled in the...

  • Inventory Adjustment Report

    Overview The Inventory Adjustment Report security setting allows users to see and use the Inventory Adjustment Report default report. This report can be copied and edited in Report Designer. See the R...

  • Loading a Report from a repx File

    To load a report from a .repx file, Open SalesPad Open an order document and open the print dialog box by clicking Print. The Print Sales Document Report window appears Highlight the available report ...