Ventajas y desventajas de la aplicación del Plebiscito

Most reports are available from the Reports menu.

With the exception of the Client Meal Labels, a report tool is used to allow each report to be customized.

Each report on the Report Menu may include the following: » Report Title

» Report Criteria (optional and vary by report) and [Refresh Report] button

» Report Customization Toolbar (all except Client Meal Labels) » Report Filters

» Report Content

When a report first displays, only some of the available fields may be displayed. You can use the report customization toolbar and report filters to adjust the report.

Report Customization Toolbar

Format

Includes an option to Format cells or add Conditional formatting.

Format Cells

Setup formatting for values to apply to the report. Adjust the format cells page, and click the [Apply] button.

Conditional Formatting

Click the [+] button to add a new conditional format.

Setup the conditional formatting parameters to apply to the report. Click the [Apply] button.

Conditional formatting is helpful if you want to highlight exceptional values on your report. The text icon (looks like an ‘A’) allows you to adjust the colour.

Options

Setup totalling and layout of report. Adjust the Layout options page, and click the [Apply] button.

Grand Totals

If the report includes values, select what type of grand total you want to display on the report.

Subtotals

If the report includes values, select what type of subtotals you want to display on the report.

Layout

Select which layout mode you want to use for the report. ‘Compact form’ takes up a small amount of screen space. ‘Classic form’ can show filters, and ‘Flat form’ is a listing format with no filter section.

Fields

Setup which fields to display on the report. Adjust the Fields page, and click the [Apply] button. Note: this page uses drag and drop to order fields.

All Fields

Select all the fields you want to appear in the report.

Click the Expand All link to see any subfields (date fields only). Report Filters

Drag and drop fields from the All fields list to the Report Filters, to add them to the report filters that will appear above the report content.

Rows

Drag and drop fields from the All fields list to the Rows list. Fields in the Row list will appear in the report body for each row. Columns

Drag and drop fields from the All fields list to the Columns list. Fields in the Columns list will appear in the report body to the right of the Row fields as a column heading.

Values

Drag and drop fields from the All fields list to the Values list. Fields in the Values list will appear under the column headers setup in the Columns list. Values can be calculated by the following operators: Sum, Count, Distinct Count, Average, Median, Product, Min, Max, % of Grand Total, % of Column, % of Add Calculated Value

Click the [Add calculated value] button to create a calculated field.

Better Meal Delivery User Manual

Fullscreen

Click the [Fullscreen] button to make the report area fill the entire screen. Click the ESCAPE key to return to exit fullscreen mode.

Export

Click the [Export] button to open the export menu.

Print

Opens the Print window. Click the [Print] button to print the report.

To HTML

Exports the current report to HTML(.html). The file can be used to add to a web page.

To Excel

Exports the report to Excel format(.xlsx). This format is great for using the data in mail merges, adding/adjusting content, and using to create graphs in Excel.

To PDF

Exports the report to PDF format (.xls). This format is best used when wanting to send the report to other users via email or to store for future reference.

Report Filters

If the report has been setup with Report Filters, they will appear under the Report Customization Toolbar. To filter the report: » Click on the Filter that you want to change.

» The filter screen will open.

» Select whatever values you want to include in the report and click the [Apply] button.

» Each filter will show either ‘All’ or the value that is selected in the case where only one value is selected, or ‘Multiple Items’ if multiple values are selected in the filter.

Filtering the Report Filter List

» Click the Search link to the right of the ‘Select All’ value. » A field will appear which you can type in some text to filter

the list by. This will allow you to quickly select the values you want to filter by.

Report Content

Depending on the layout option selected for the report, the body of the report may have the following options:

Drill down

By double-clicking on a row, or clicking on a right arrow, the row may expand to show additional more detailed rows of data. Collapse

By clicking on a down arrow, the detailed information will be hidden.

Sort

By clicking on right or left arrows, the columns will be toggled between sorting ascending or descending.

Drag and Drop

The order of fields on a row can be changed by dragging and dropping the fields within the report.

Drill Through

By double-clicking on a value in a column or right clicking on the value and selecting ‘Drill through’, a screen will open showing the details of what made up the value in excel format.

Filter

By clicking on the gear icon to the right of the row headers, a filter screen will open allowing you to filter the row.

Accessing Reports

» Go to the Reports menu.

» The following report group buttons will be displayed along the top: [Order Reports], [Client Reports], [Driver Reports,] [Inventory Reports] and [Financial Reports].

» Click the report group button related to the report you want to access. A list of report options will appear.

» Select the report from the list.

» The report will be displayed on the right.

Each report available from the report menu will be listed on the following pages with details about the criteria, filters and fields available.

CLIENT BILLING SUMMARY