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Navigation: Reports

Run the Report Options Wizard

The Report Options Wizard allows you to select options to customize the information shown on Store Manager reports. You can then save the options you selected to use the next time you run the report (see To Create a Saved Report Run, below).

Click the links below to see instructions for each task.

To Run a Report

1.Click the Reports tab, and then click the group containing the report you want to run (see the Report Descriptions topic for a description of the reports in each group).

Best Practice HM

Hint Some Inventory reports are accessed by clicking the Report Options Wizard button bPrint or Interim Inventory button bInterimInventory on the Settings> Inventory screens.

2.Click the button for the report you want to run.

3.Click the Run Report button buttonRunReport to open the Report Options wizard. Wizards are customized for the individual report selected.

4.Click Next. If you have previously saved options for this report, you will be given the option of selecting a saved report run to use.

5.Follow the instructions in the wizard, selecting the desired options.

Best Practice HM

Hint If you are running a customer report, choosing the Export Format (No Formatting) option on the Format page of the Report Options Wizard will often give you additional data fields (for example, email) that are not available in the List or Label report formats. These fields can be exported (see Export Reports for instructions).

6.Click the Back or Next buttons to move between pages in the wizard.

7.On the the Header page, in the User Header field, enter any information you would like to print at the top of the report.

Best Practice HM

Hint The date and time you ran the report, and the page number, display at the bottom of each page in the report footer.

8.On the Description page, select Print Description to print a report description (the same description that appears above the sample report) below the report data.

9.On the the SQL (Structured Query Language) page, select Show SQL (if available) to display the Structured Query Language that is used to produce the report, if it is available, before the print preview. This SQL can be copied to your clipboard and then modified to create a customized database query. See Run an SQL Database Query for instructions on creating a query using SQL.

10.Click the Finish button on the final page of the wizard. The report appears in a print preview window.

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Note If the page is blank when you print a report, there may be no data in SpeedLine that is specific to the wizard options you chose.

11.Click the Print button bPrintPrevPrint to print the report.

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Note To print a hard copy of the report, you must have a report printer set up for the station you are running the report on. See Add a Printer.

To Create a Saved Report Run (If you run a report often, save the report run to allow you to run the report with one click in the future.)

1.Run a report using the Report Options Wizard (see the To Run a Report procedure, above).

2.On the Save Run page of the wizard, click the Save As button. bSaveAsWizard

3.In the text field, enter a descriptive name for the report, and then click OK.

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Note This will not save the actual report content, but will instead save the wizard options used to construct the report.

4.Click Next and finish the Report Options Wizard. A label below the Run Report button will indicate how many saved runs exist for this report.

To Delete a Saved Report Run

1.Click the Run Report button buttonRunReport and on the first page, click Next.

2.Select Use Saved Run and if there is more than one saved run, click the one to delete.

3.Click Next. You will be taken automatically to the last page of the Report Options Wizard.

4.Click the Back button bBackWizard once to get to the Save Run page.

5.Click on the Delete button bDeleteWizard to delete the customized report run.

6.Once you have deleted the run, click Next and Finish to complete the Report Options Wizard.