CUSTOMERS - Reports

Accessing and generating Customer reports for Print / Preview / Email

 

• Access
  • Customer List
    • select or multi-select the record(s) from the filtered or unfiltered list (see Customer List Filters)
    • choose Print Selected or Print All
  • Customer Details
    • click on Print

• Generating Reports / Forms
  • from the Spire Reports list,  select the report(s)/ Form(s) you wish to run

• • highlight the report to check the description below to see if it's what you expect
  • select the run method:          

• • • Print - send directly to selected printer
      • accept or change the Printer
      • accept or change the Paper Source
      • printer format permitted, select from Duplex options
      • accept or change the number of Copies
      • option to Save Defaults so same settings will be used next time this report is selected for printing
    • Email 
      • Setup
        • establish Company Settings (see Company Settings)
        • establish User Settings (see User Settings)

• • • • select from Email drop-down
      • Email Batch – if the email is for multiple records and Saved but not Sent, Spire will create a Batch with all messages contained, accessed in the            Email module > Batches tab
        • open the Batch to view the list of emails with the option to edit / send each message individually or send them all at once

                     

• • • • • access them as individual email in the Messages tab

• • • • Email Message – if the email(s) are Saved but not sent, Spire will save them individually, accessed in the Email module > Messages tab

                           

• • • • **Note – Emails can be re-sent

• • • Preview - see report(s) on screen with additional options (if multiple reports were selected, each report will populate a separate tab) with additional options:
      • use Ctrl + scroll to zoom in or out
      • Print the report currently in the viewer window
      • Print All reports across all tabs
      •   Export
        • select from the listed Formats
        • select from the listed Destinations
          • Application will open the program on your computer that is associated with the Format you chose
          • Disk file will prompt you to save the Report in the Format you chose
          • Exchange Folder allows the Report to be accessed through a Microsoft Exchange client such as Microsoft Outlook
        • click OK
      •  Find to search text of the document / report
      •   navigate through pages of the displayed report, alternatively to scrolling down

• Security on Reports / Forms can be established at Company Level, User Level or Server Level:

• • Company Level - Edit > Company Settings > Reports > Security tab
    • Disable Security gives full access to all users for all reports to Preview / Print / Export / Email unless Security is Enabled in User Settings (described below)
    • Enable Security gives ability to select which reports can be accessed for all Users to Preview / Print / Export / Email
  • User Level - Edit > User Settings > Reports
    • Company Default uses settings established in Edit > Company Settings > Reports
    • Disable Security gives access to all reports within the modules this User has access to
    • Enable Security opens up the checkmarks below Preview / Print / Export / Email to remove access
    •   Use Defaults establishes settings same as Company settings, with the ability to make changes
  •  Server Level - Tools > Server Administration 
    • select a report in the list 
    • delete or   disable 
• Customizations to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations:
  • Logo - access in Tools > Server Administration > Companies

                 

• • • select the relevant Company
    • click on Settings
    • click on Select Logo then load a maximum 4cm x 4cm image file to print on top left corner of all forms
      
    • Save

• • enter Messages to print on a selected form
    • access in Company Settings > Reports > Messages tab
    • select the Report Type
    • type the message in the Header and/or Footer text boxes
    

 

• Available Customer Reports

Report Name	Location
#10 Envelope	Customer List / Customer Details
#10 Envelope w Return Address	Customer List / Customer Details
Accounts Receivable List	Customer Details > Accounts Receivable tab
Backorder Details by Customer	Customer Details > Sales tab > Invoices List
Communication Notes	Customer Details > Addresses > Communication tab
Customer Code Change List	Customer Code Change
Customer Price Matrix	Customer List / Customer Details > Price Matrix Tab
Customer Sales History	Customer Details > Sales Tab > Invoices List
Customer Sales History Details	Customer Details > Sales Tab > Invoice Items List
Customer Statement	Customer List / Customer Details / Accounts Receivable tab
Equipment Information	Customer Details > Equipment tab / Customer Text Menu > Equipment
Invoice Posted	Customer Details > Sales Tab > Invoices List
Order Confirmation	Customer Details > Sales Tab > Orders List
Point of Sale Receipt Reprint	Customer Details > Sales Tab > Invoices List
Quote	Customer Details > Sales Tab > Orders List
RMA Order	Customer Details > Sales Tab > Orders List
Sales Order	Customer Details > Sales Tab > Orders List
Sales Order List	Customer Details > Sales Tab > Orders List
Sales Order List Detailed	Customer Details > Sales Tab > Order Items List
Sample Customer Address Label	Customer List / Customer Details
Sample Customer Address Label 5160	Customer List / Customer Details
Work Order	Customer Details > Sales Tab > Orders List