Report Help

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 How to use the Report Center
 
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Mailware Reports can be accessed in many ways. Perhaps the easiest is through the Reports tab on the Mailware Explorer. Reports appear in one of several groups:

  • Operation Reports - These are the reports you use every day to perform specific tasks. Invoices, Statements, Packing Lists, Pick Lists and other daily work-related reports appear here.
     

  • Label Reports - These are reports that generate labels.
     

  • Management Reports - Informational reports you can use to review the status of your company. Sales, profit and Inventory reports appear here.
     

  • Export Reports - Any report in Mailware can be exported as Text (also known as ASCII or .csv), Paradox (.db) or dBase (.dbf) files. These reports are specially designed to be exported so they are easier to use.
     

  • Process Orders Reports - These reports appear in the Print button on various tabs in the Process Orders actions. They automatically select only the orders that appear during batch processing. This is very useful if you individually process some orders as you can use these reports to pick up the ones you missed.

To access the Reports Center click the Reports tab on the Mailware Explorer.

Reports appear in the Report Center as follows:

Items within each record perform special functions as listed below:
 

This icon associates the report with a module in Mailware. The available modules are: 
 
Customers   Orders    Inventory    Ads    Profit    System    Actions

Following the icon is the report name. Reports are stored in a "Reports" directory below your Mailware data directory with an extension of .srw. In the example above the report is stored as L1100 5160 All Customers.srw. You can click a report name to preview it. 

To use reports click one of the following icons next to the report name in the Report Center.
 

Preview Opens the report in Preview mode so you can review it before printing. When previewing you may need to use the following arrow keys at the top of the screen to scroll between pages:
 

If the icon is grayed out the report is only available from the Reports button on its module's screen (e.g., R5100 This Invoice is on the Order screen), or from the Print button on the Process Orders screen.
 
Print Sends the report directly to the printer. You will be prompted for input, if necessary, and the printer to use.

If the icon is grayed out the report is only available from the Reports button on its module's screen (e.g., R5100 This Invoice is on the Order screen), or from the Print button on the Process Orders screen.
 
Edit Opens the report in edit mode so you can make changes to it. This is an easy way to customize reports for your company.
 
Help Opens a help screen about the specific report. You can read more about it, see a sample and perform the above Preview, Print and Edit functions from the help page.
 

 

See Also:
Tables
Actions
Modifying Reports