--- title: PRODUCTION Orders - Reports description: Accessing and generating Production Manager reports for Print / Preview / Email --- [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini-Logic-Logo%20(1).png?height=120&name=Gemini-Logic-Logo%20(1).png)](https://www.geminilogic.com/) [User Manual](https://cs.geminilogic.com/en/migrated/manual) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view) Spire User Manual - Production Manager - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) [Back to home](https://cs.geminilogic.com/en/migrated/manual) 1. [User Manual](https://cs.geminilogic.com/en/migrated/manual) 2. Spire User Manual - Production Manager - [Spire Systems - General Knowledge Base](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base) - [Tips and Tricks](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#tips-and-tricks) - [Spire Administration - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-general-ledger) - [Spire Administration - Sales](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-sales) - [Spire Administration - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-systems-general-knowledge-base#spire-administration-inventory) - [Analytics for Spire](https://cs.geminilogic.com/en/migrated/manual/analytics-for-spire) - [Spire User Manual - System Overview](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-system-overview) - [Spire User Manual - User Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-settings) - [Spire User Manual - Vendors](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-vendors) - [Spire User Manual - Inventory](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory) - [Pricing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-inventory#pricing) - [Spire User Manual - Price Matrix](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-price-matrix) - [Spire User Manual - Purchase Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-purchase-orders) - [Spire User Manual - Sales Orders](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-sales-orders) - [Spire User Manual - Keyboard Shortcuts](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-keyboard-shortcuts) - [Spire User Manual - Company Settings](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-company-settings) - [Spire User Manual - New Instal/Company Setup](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-new-instal-company-setup) - [Spire User Manual - General Ledger](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-general-ledger) - [Spire User Manual - Accounts Receivable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-receivable) - [Spire User Manual - Accounts Payable](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-accounts-payable) - [Spire User Manual - Payroll](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-payroll) - [Spire User Manual - Production Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-production-manager) - [Spire User Manual - Service Manager](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-service-manager) - [Spire User Manual - User Defined Fields](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-user-defined-fields) - [Spire User Manual - Job Costing](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual-job-costing) - [HubSpot](https://cs.geminilogic.com/en/migrated/manual/hubspot) - [Updates](https://cs.geminilogic.com/en/migrated/manual/hubspot#updates) - [Gemini Logic](https://cs.geminilogic.com/en/migrated/manual/gemini-logic) - [Shipping](https://cs.geminilogic.com/en/migrated/manual/shipping) - [Sales Taxes](https://cs.geminilogic.com/en/migrated/manual/sales-taxes) - [Spire User Manual](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual) - [Customers](https://cs.geminilogic.com/en/migrated/manual/spire-user-manual#customers) # 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) - establish [User Settings](https://cs.geminilogic.com/en/manual/user-settings-modular-access-preferences#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) |   [![company logo](https://cs.geminilogic.com/hs-fs/hubfs/Gemini%20Logic%20-%20Black-1.png?height=120&name=Gemini%20Logic%20-%20Black-1.png)](https://www.geminilogic.com/) Gemini Logic - [![linkedin_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/linkedin_circle_color.png)](https://www.linkedin.com/company/2460588) - [![youtube_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/youtube_circle_color.png)](https://www.youtube.com/user/GeminiLogicInc/featured) - [![twitter_social_link_icon_alt_text](https://static.hsstatic.net/TemplateAssets/static-1.329/img/hs_default_template_images/modules/Follow+Me+-+Email/twitter_circle_color.png)](https://twitter.com/gemini_logic) - [Go to Gemini Logic](https://www.geminilogic.com/) - [New Ticket](https://cs.geminilogic.com/en/migrated/manual/kb-tickets/new) - [Go to Customer Portal](https://cs.geminilogic.com/tickets-view)