If you are in a Total Seller workspace, click on the command bar Print. The print dialog box appears.
You have the following options to create new reports or edit existing reports:
New |
Click on Add to create a new report. On the right side of the dialog box, enter Name and a Description. Then, select the report Type and click on Design to open the report designer. |
Copy |
Copy the selected report. This is the easiest way to edit an existing report without overwriting it. Create a copy, enter a new Name and click Design to edit the copy. |
Design |
Opens the report designer for the selected report. (See below "Design reports" for more information) |
Next |
Displays a menu with the following additional options. |
Reset |
Sets the report default settings. This option is only available for seeded reports you have modified with Total Seller or of which you made a copy at some point. |
Delete |
Deletes the selected report. You can only delete your own reports or copies of seeded reports. |
Import design |
Imports a design into the selected report. The existing design will be overwritten. |
Export design |
Exports the design of the selected report so that you can save it to the hard drive of your computer or e.g. forward it to other users. |
Design reports
Click on Design to open the report designer for the selected report:
Report designer window
When you create a new report, you can click on the Wizard link on the bottom right. This opens a report design wizard that takes you in a step-by-step fashion through the creation of a new report.
Drag Report elements and Data fields with the mouse to the report areas where they should appear. Select a report item to change its Properties. Select the Report Explorer for an overview of all report items.
After editing the report, click Save and close the Report Designer window to return to Total Seller.
See also:
Page url: http://www.totalseller.com/help/client/index.html?edit_reports.htm