Order Entry Help

Although various aSa reports contain different types of information, the procedure to create them is very similar for all standard reports. (Variations to the process are noted where applicable.)

To create an aSa report:

1. From any Order Entry screen, click Reports on the Header Bar.
   The left menu displays a list of reports.
   HINT: As an alternative, you can access reports from all aSa modules from Common > Reports.
2. Click Standard Reports, then select the desired report.
   The report setup screen displays.
3. If desired:

• Filter or select report data to include/exclude specific information. Refer to Filtering and Selecting Report Data.
  Note: Based on the specific report, one or two options may be available:
• Filter data based on field criteria (such as sorting an Order Listing by job)
• Select records using a selection grid (such as selecting which orders to generate the Order Report for)
• Sort report data to determine the sequence in which report information displays. 
• If grouping options are available, group report data to create "sections" within your report based on selected fields.

Refer to Sorting and Grouping Report Data.

4. Specify Report Options based on your needs and preferences. 
5. Click Preview to preview the report on-screen. You can then print the report or export report data from the on-screen viewer. Refer to Viewing and Exporting Report Data
   or
6. Click Print to print the report to a printer.

In This Section:

• Filtering and Selecting Report Data
• Sorting and Grouping Report Data
• Viewing and Exporting Report Data
• Saving and Reusing Report Settings
• Reports Overview