---
title: VENDORS - Reports
description: Accessing and generating Vendor reports for Print / Preview / Email
---

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2. [Spire User Manual - Vendors](https://cs.geminilogic.com/en/manual/spire-user-manual-vendors?hsLang=en)

# VENDORS - Reports

## Accessing and generating Vendor reports for Print / Preview / Email

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-12-54-16-36-AM.png?width=50&height=45&name=image-png-Aug-01-2022-12-54-16-36-AM.png)

**![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-12-55-36-75-AM.png)**

- **Access** 
    - Vendor List 
          - select or multi-select the record(s) from the list
          - choose ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-12-54-16-36-AM.png?width=24&name=image-png-Aug-01-2022-12-54-16-36-AM.png) **Print Selected** or **Print All![](https://cs.geminilogic.com/hubfs/image-png-Aug-01-2022-12-55-44-23-AM.png)**
    - Vendor Details 
          - click on ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Aug-01-2022-12-54-16-36-AM.png?width=24&name=image-png-Aug-01-2022-12-54-16-36-AM.png) **Print**

 

- **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![VendorReportsList](https://cs.geminilogic.com/hs-fs/hubfs/VendorReportsList.png?width=495&height=342&name=VendorReportsList.png)
    - 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 print settings will be used next time this report is selected for printing
          - **Email** (see [Vendors - Email](https://cs.geminilogic.com/en/manual/vendors-email?hsLang=en))

- - - - \*\*Note – Emails can be re-sent from the Email module or Vendor Communications tab
          - **Preview** - see report(s) on screen (if multiple reports were selected, each report will populate a separate tab) with additional options:![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-18-02-0399-PM.png?width=614&height=242&name=image-png-Dec-17-2022-07-18-02-0399-PM.png)

- - - - use Ctrl+scroll to zoom in or out
                  - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-17-38-6138-PM.png) Print** the report currently in the viewer window
                  - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-17-43-4180-PM.png) Print All** reports across all tabs
                  - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-17-48-3642-PM.png?width=19&height=19&name=image-png-Dec-17-2022-07-17-48-3642-PM.png) Export**

                         ![ReportsExport](https://cs.geminilogic.com/hs-fs/hubfs/ReportsExport.png?width=413&height=243&name=ReportsExport.png)

- - - - - 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**
          - ** ![](https://cs.geminilogic.com/hubfs/image-png-May-08-2023-09-59-23-4295-PM.png) Find** to search text of the document / report
          - ** ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-17-56-2648-PM.png?width=290&height=19&name=image-png-Dec-17-2022-07-17-56-2648-PM.png)  **navigate through pages of the 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![CompanySettingsReportsSecurity-1](https://cs.geminilogic.com/hs-fs/hubfs/CompanySettingsReportsSecurity-1.png?width=589&height=248&name=CompanySettingsReportsSecurity-1.png)**
    - **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
          - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-20-13-9698-PM.png) Use Defaults** establishes settings same as Company default, with the ability to make changes![UserSettingsReportReportSecurity](https://cs.geminilogic.com/hs-fs/hubfs/UserSettingsReportReportSecurity.png?width=589&height=247&name=UserSettingsReportReportSecurity.png)
    - **Server Level** - Tools \> Server Administration 
          - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-20-03-7114-PM.png)** select a report in the list
          - ** ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-19-59-0423-PM.png)** delete or ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-19-55-4700-PM.png) disable

                  ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-19-50-6852-PM.png?width=350&height=346&name=image-png-Dec-17-2022-07-19-50-6852-PM.png)

- **Customizations** to Forms - most customizations will need to be done by your Spire Partner, but you can perform the following customizations:

**     ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-21-33-9885-PM.png)     **

**     ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-20-43-1653-PM.png?width=569&height=238&name=image-png-Dec-17-2022-07-20-43-1653-PM.png)**

- - **Logo** - access in Tools \> Server Administration \> Companies 
          - ![](https://cs.geminilogic.com/hubfs/image-png-May-08-2023-10-02-10-9569-PM.png) 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**

                 ![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-21-40-9821-PM.png?width=609&height=292&name=image-png-Dec-17-2022-07-21-40-9821-PM.png)

- enter **Messages** to print on a selected form  
  ![](https://cs.geminilogic.com/hubfs/image-png-Dec-17-2022-07-21-58-3054-PM.png) 
    - access in Edit \> Company Settings \> Reports \> Messages tab
    - select the **Report Type**
    - type the message in the **Header** and/or **Footer** text boxes

![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-Dec-17-2022-07-23-09-4120-PM.png?width=631&height=375&name=image-png-Dec-17-2022-07-23-09-4120-PM.png)  
![](https://cs.geminilogic.com/hs-fs/hubfs/image-png-May-08-2023-10-04-11-0368-PM.png?width=628&height=327&name=image-png-May-08-2023-10-04-11-0368-PM.png)

- ****Available Vendor Reports**** (Add / Remove Reports - see [Server Administration Reports](https://cs.geminilogic.com/en/manual/installation-setup-reports?hsLang=en))

| ***Report Name*** | ***Location*** |
| --- | --- |
| *#10 Vendor Envelope* | Vendor List / Vendor Details |
| *Accrued Payables Summary* | Vendor Details \> Purchasing Tab \> Orders List |
| *AP Cheque Remittance* | Vendor Details \> Accounts Payable Tab \> Payment Transaction |
| *Cheque - Bottom / Center / Top* | Vendor Details \> Accounts Payable Tab \> Payment Transaction |
| *Communication Notes* | Vendor Details \> Addresses Tab \> Communication tab |
| *Inventory Purchase History* | Vendor Details \> Purchasing Tab \> History Items |
| *Open Purchase Orders* | Vendor Details \> Purchasing Tab \> Orders List |
| *Pending Purchase Order Receipt* | Vendor Details \> Purchasing Tab \> Orders List |
| *Post Inventory Adjustments* | Vendor Details \> Purchasing Tab \> History List |
| *Purchase History* | Vendor Details \> Purchasing Tab \> History List |
| *Purchase Order Details List* | Vendor Details \> Purchase Orders Tab |
| *Purchase Order Summary List* | Vendor Details \> Purchase Orders Tab |
| *Purchase Order* | Vendor Details \> Purchasing Tab \> Orders List |
| *Purchase Order Reprint* | Vendor Details \> Purchasing Tab \> History List |
| *Receipts Order Fulfillment* | Vendor Details \> Purchase Orders Tab \> PO Details \> Receive |
| *Sample Vendor Address Label* | Vendor List / Vendor Details |
| *T5018 List* | Vendor Details \> T5018 Tab |
| *T4A / Summary* | Vendor Details \> T4A Tab |
| *Vendor Code Change List* | Vendor Code Change |

- [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)
- [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/manual/spire-user-manual-accounts-payable?hsLang=en)
- [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)
- [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/manual/spire-user-manual-job-costing?hsLang=en)
- [HubSpot](https://cs.geminilogic.com/en/manual/hubspot?hsLang=en#main-content)

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- [Gemini Logic](https://cs.geminilogic.com/en/manual/gemini-logic?hsLang=en)
- [Shipping](https://cs.geminilogic.com/en/manual/shipping?hsLang=en)
- [Sales Taxes](https://cs.geminilogic.com/en/manual/sales-taxes?hsLang=en)
- [Spire User Manual](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#main-content)

    - [Customers](https://cs.geminilogic.com/en/manual/spire-user-manual?hsLang=en#customers)

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