---
title: PRODUCTION Orders - Reports
description: Accessing and generating Production Manager reports for Print / Preview / Email
---

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2. [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en)

# PRODUCTION Orders - Reports

## Accessing and generating Production Manager reports for Print / Preview / Email

### ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-18-15-69-PM.png?width=50&height=47&name=image-png-Sep-05-2022-02-18-15-69-PM.png)

- **Access**  
    - Production Order List

         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Sep-05-2022-02-24-43-42-PM.png?width=644&height=261&name=image-png-Sep-05-2022-02-24-43-42-PM.png)

- - - select or multi-select the record(s) from the filtered or unfiltered list
          - choose ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-24-51-53-PM.png) **Print Selected** or **Print All**

         **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-24-56-60-PM.png)**

- - Production Order Details
- **Generating Reports / Forms** 
    - from the Spire Reports list, ![CheckBoxCheckedBlue](https://cs.geminilogic.com/hs-fs/hubfs/CheckBoxCheckedBlue.png?width=16&height=16&name=CheckBoxCheckedBlue.png) select the report(s) you wish to run
    - highlight the report to check the description below to see if it's what you expect

                        ![ProductionReportsList](https://cs.geminilogic.com/hs-fs/hubfs/ProductionReportsList.png?width=426&height=298&name=ProductionReportsList.png)

- - 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](https://cs.geminilogic.com/en/manual/company-settings-email?hsLang=en)
                            - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences?hsLang=en#UserSettingsEmail)
                  - select **Recipients**

                         ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-03-32-39-0367-PM.png?width=468&height=412&name=image-png-Jun-04-2023-03-32-39-0367-PM.png)

- - - - - type the email address(es) in 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 all reports being sent

- - - - select from available email addresses for the **From** and **Reply-To** fields
                  - enter the message in the bottom box
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-03-33-41-5729-PM.png) Print Reports** that are attached to the email

- - - - option to ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-35-32-5763-AM.png?width=30&height=23&name=image-png-Dec-17-2022-01-35-32-5763-AM.png) **Select** **Template** or set up a new one:

- - - - - Edit \> Email templates

                                            ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-03-34-14-3561-PM.png?width=154&height=271&name=image-png-Jun-04-2023-03-34-14-3561-PM.png)

- - - - - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-28-26-84-PM.png) New** template

                                   ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Jun-04-2023-03-35-44-1870-PM.png?width=427&height=357&name=image-png-Jun-04-2023-03-35-44-1870-PM.png)

- - - - - 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 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-36-08-6085-AM.png?width=35&height=20&name=image-png-Dec-17-2022-01-36-08-6085-AM.png) **Insert Param** merge field(s) into the subject or message body (in this case User First and Last names)

                                       ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-36-23-8476-AM.png?width=139&height=214&name=image-png-Dec-17-2022-01-36-23-8476-AM.png)  
                                    

- - - - - option to make this a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-03-40-40-4600-PM.png) **Shared Template** (other Users will have access to it) or a ![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-03-40-44-0808-PM.png) **Personal Template**

- - - - - if not using a template, then manually enter the **Subject** and **Message,** selecting either **Rich Text, Raw HTML,** or **Plain Text** tab

- - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-37-46-3427-AM.png) Attach File** of any type
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-37-52-0066-AM.png) Insert Param** merge fields for this email
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-37-57-9924-AM.png) Open Related** to open the record (Production Order) this email was generated from
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Jun-04-2023-03-41-33-8559-PM.png) Send** the email or ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-38-09-4901-AM.png?width=25&height=25&name=image-png-Dec-17-2022-01-38-09-4901-AM.png) **Save / ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-38-14-4406-AM.png?width=25&height=25&name=image-png-Dec-17-2022-01-38-14-4406-AM.png) Save Close** and Edit / Send later from the ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-01-38-18-9543-AM.png?width=30&height=21&name=image-png-Dec-17-2022-01-38-18-9543-AM.png) **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:![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-39-29-5066-AM.png)

- - - - use Ctrl + scroll to zoom in or out
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-30-15-29-PM.png) Print** the report currently in the viewer window
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-30-21-84-PM.png) Print All** reports if multiple reports were chosen (shown by multiple tabs)
                  - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-30-27-89-PM.png) Export![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=478&height=281&name=ReportsExport.png)** 
                            - - 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**
                  - ![](https://cs.geminilogic.com/hubfs/image-png-May-25-2023-05-46-39-1176-PM.png) **Find** to search text of the document

- - - - **![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-01-40-10-3051-AM.png)** 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

                    ![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=611&height=257&name=CompanySettingsReportsSecurity-1.png)  
 

- - - - - **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![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=556&height=233&name=UserSettingsReportReportSecurity.png) 
                            - **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
                  - **Server Level** - Tools \> Server Administration 
                            - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-32-22-81-PM.png)** select a report in the list
                            - **![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-32-28-79-PM.png)** delete or ![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-32-33-69-PM.png) disable![](https://cs.geminilogic.com/hubfs/image-png-Sep-05-2022-02-32-38-30-PM.png)

- **Available Production Order Reports**

| ***Report Name*** | ***Location*** |
| --- | --- |
| *Communications* | Production Order \> Communications Tab |
| *Materials Requirements by Inventory* | Production Order List |
| *Production Build* | Production Build / Production History |
| *Production Order* | Production Order / Production Order List |
| *Production Schedule* | Production Order List |
| *Production Template* | Production Template / Production Template List |
| *Production Trial Build* | Production Order |
| *Production WIP by Order No* | Production Reports tab |
| *Production WIP Reconciliation* | Production Reports tab |
| *Requisitions List* | Requisitions List / Production Order (New Requisition) / Production Order List \> Requisition Details (New Requisition) |

 

- [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#main-content)

    - [Tips and Tricks](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#tips-and-tricks)
    - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-general-ledger)
    - [Spire Administration - Sales](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-sales)
    - [Spire Administration - Inventory](https://cs.geminilogic.com/en/manual/spire-systems-general-knowledge-base?hsLang=en#spire-administration-inventory)
- [Analytics for Spire](https://cs.geminilogic.com/en/manual/analytics-for-spire?hsLang=en)
- [Spire User Manual - System Overview](https://cs.geminilogic.com/en/manual/spire-user-manual-system-overview?hsLang=en)
- [Spire User Manual - User Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-user-settings?hsLang=en)
- [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en)
- [Spire User Manual - Inventory](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#main-content)

    - [Pricing](https://cs.geminilogic.com/en/manual/spire-user-manual-inventory?hsLang=en#pricing)
- [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/manual/spire-user-manual-price-matrix?hsLang=en)
- [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-purchase-orders?hsLang=en)
- [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/manual/spire-user-manual-sales-orders?hsLang=en)
- [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/manual/spire-user-manual-keyboard-shortcuts?hsLang=en)
- [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/manual/spire-user-manual-company-settings?hsLang=en)
- [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/manual/spire-user-manual-new-instal-company-setup?hsLang=en)
- [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/manual/spire-user-manual-general-ledger?hsLang=en)
- [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-receivable?hsLang=en)
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- [Spire User Manual - Payroll](https://cs.geminilogic.com/en/manual/spire-user-manual-payroll?hsLang=en)
- [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-production-manager?hsLang=en)
- [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/manual/spire-user-manual-service-manager?hsLang=en)
- [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/manual/spire-user-manual-user-defined-fields?hsLang=en)
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