Menu
Index

Reporting

 
From Inquiries, you can choose Supporting Document Inquiry to do an inquiry or create a report.
 
 
 
Once you select the Supporting Documents Inquiry you can use the filters as seen below. 
 
 
Supporting Document Inquiry provides many filtering options.  The filters are as follows:
 
·     1. Document Type
·     2. Vendors
·     3. Date Range
·     4. Additional Criteria
 

Document Selection:

 
 
 
 
 
 
 

Vendors

 
Select all Vendors, one vendor or multiple vendors. 
 
The selection will be limited as to the vendors already coded to supporting documents
 
 
 
 

Date Range

 
You can focus on a range of dates or click “All Dates”. 
 
 
 
 

Other Criteria

 
 
Additional Criteria can be added such as: 
o     Job
o     Commitment
o     Company
o     Equipment
 
An example of the Commitment used for Additional Criteria. 
 
 
Again, the information will be limited to the supporting documents coded to commitments already.
 
The Supporting Documents Grid:
 
 
One can view a document or edit the distribution.  Filtering capabilities and sorting capabilities are available to help select the right documents.
 
·     Sort by any column by clicking on the Title.
·     Right Click on a Title to remove or add columns to the grid.
·     Add Counts, etc by clicking on the Summation key.
·     Set Filters
·     Clear Filters
·     Print Grid – Sends you to the printer settings to print
·     Export to Excel – Sends you to a file naming screen where you want your Excel report.
 

SORT by any column

 
Click on any column Title to change the grid sort.
 

ADD or REMOVE columns

 
Right click on any column title to add or remove columns from the grid.
 

Summations

 
Click on any columns Summation symbol to add Counts, etc
 
 
 

Set Filters

 
Filters can be set on most Columns by clicking on the down arrow and choosing a parameter
 
 
 

Clear Filters

 
If you wish to start over with filters you can click on Clear Filters to go back to the original grid
 
 
 
 
 
The help manual was created with Dr.Explain