PRICE MATRIX - Reports

Accessing and generating Price Matrix reports for Print / Preview / Email

 

• Access (see also Reports Locations List)
  • Price Matrix List 
    • select or multi-select the record(s) from the filtered or unfiltered list (see Price Matrix Filters)
    • choose Print Selected or Print All
    
  • Customer Price Matrix Tab
    • click on  
      

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
      • 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)
      • Recipients

                                     

• • • • • enter the email address(es) into the To box (separate additional email addresses with ‘;’) 
        • accept or change the CC and BCC recipient(s) default as set in User / Company settings 
        • Attachments box displays any reports being sent, either through the Printer dialogue box
        • select from available email addresses for the From and Reply-To fields
        • enter the message in the bottom box
        • option to   Print Reports already attached in this email 

• • • • option to Select Template or setup a new one:

• • • • • Edit > Email templates

                                     

• • • • • New template

                                 

• • • • • enter Template Name
        • enter Subject for the email
        • enter the email message in the Body section, in the Rich Text tab if you want to use formatting (bullets, etc), or the Raw HTML tab if you want to add special formatting or insert an image, or the Plain Text tab if you want to avoid any formatting
        • option to Insert Param merge field(s) into the subject or message body (user first and last name is inserted here)

                                       

• • • • • option to make this a Shared Template so no other user can see it, or a Personal Template

• • • • if not using a template, then manually enter Subject and Message
      • Attach File of any type
      • Insert Param merge fields for this email (this example displays User first and User last name fields)
      •  Send the email or   Save /   Save Close and Edit / Send later from the   Email module

• • • 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 (if multiple reports were selected)

• • • •   Export
        • select the Format
        • select the Destination
          • 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 
      
      
      
  • Available Price Matrix Reports
  
  

  Report Name	Location
  Customer Price Matrix Report	Customer Details > Price Matrix Tab
  Price Matrix List	Price Matrix List