This tutorial includes the following topics:

• Report Basics

• Editing a Report

• Report Tips and Tricks
   

Report Basics
First, let's cover how to find the report you want and open it. Mailware's reports are stored in 3 separate locations

1.  The Reports tab on the Company Database:

2. The Reports Button on various screens.

3. The Report Explorer which you can open with its icon on the toolbar . Note: Your Report Explorer may be empty. You can add reports to the Explorer yourself as described in the help file (press F1 to open help).

Whichever you choose finding reports is essentially the same. Reports are sorted by various types. Reports in the Reports buttons of various screens are associated with the screen (e.g., the Order screen Reports button includes Invoices, Mailing Labels etc.). Reports are generally in one of the following categories:

1. Labels

2. Management Reports (reports that provide status information)

3. Operation Reports (reports you use to complete tasks)

4. Export Reports

5. Process Orders Reports

The Report Explorer and Report Center also include subcategories for the various screens in Mailware:

1. Customers

2. Orders

3. Inventory

4. Ads

5. Profit

6. System

To find the report you want look in its group. For example, to locate an invoice in the Reports Center:

1. Type "invoice" in the Search field and click Go.
    
   Or,
     

2. Click the Filter by field and choose Orders, then Click the Go To field and select Operation Reports. Scroll to the invoices.
    

To locate the invoice in the Report Explorer (Note: later versions of Mailware do not include reports in the Report Explorer, but you can add them to it if you wish. Press F1 while in the Report Explorer for help.):

1. Click the on the toolbar to open the Explorer. 

2. Scroll down the left pane to Operation Reports.

3. Click on the Order folder. 

4. Click the Invoice/Date Range report in the right pane.

5. Click the Preview icon on the toolbar.

Some reports you preview will ask for a date range. Enter dates in the format mm/dd/yy. (Tip: Reports usually default to Today's date so you can simply press Enter at each prompt to see report results for today's date). Your report will appear in a preview window. 

You can then print them by clicking the Print icon on the toolbar to open a standard Windows dialog. Click OK to print to the listed printer. 
 
Tip: You can first change printers in the pulldown if you have more than one and for most reports you can also specify a page range (e.g., 1 to 1).

That covers the basics of finding and printing reports. Don't worry if it sounds like a lot of steps. We will show you several shortcuts in the Report Tips and Tricks portion of this month's tip. But first let's move on to Editing a Report so you can learn how to change a report to suit your business.

If you need assistance please feel free to ask us for help. You can do so quickly and easily by completing our Technical Support form.