Layout

Layout

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The layout of the reports screen is completely different to the rest of the SoftBooking system: when you first enter the screen there will be no data stored in the main screen and the sidebar will contain two menus. These two menus are where reports are built from, to create a report you simply have to fill in the first menu, by clicking on the arrows and selecting what subject you wish to see a report on. Then you need to select from the second menu what type of report you wish to see, the fourth and fifth menu give you timescale options. When you have filled in all the relevant menus a button will enable beneath the last menu titled 'load report' press this button to load and view the report.

Select Report Catagory

Once you have selected a report from the report category this menu will show you the available reports

Select a Report

The reports on the system are broken down into 10 separate categories: booking; customers; products; purchases; sales; sales analysis; staff; suppliers; treatments; voucher. To view a report on any of the above categories just click on the appropriate title.

Select Date Group

Use this option to select the date range in which you wish to see the data, you can use a pre-made time template, select 'all' to see all data and 'data range' to manually view data in a data range.

Select Date Range

Use this menu to manually select the date range you wish to see the reports in.

Grid Options

The grid options menu, is common on almost all screens on the system and allows the following tasks to be completed: print preview – this shows the data in a printable format; autofit – this realigns the data columns; show customize – this brings up a list that allows you to customize the information displayed on the main screen, so if for example you wished to view the staff cost price on the main grid, you would click on the show customize text line, this will bring up a box with all the fields of information stored about staff, to add cost price, find cost price from the list and single click and hold the left mouse button, then drag the cost price box up to the main grid column headings, when you see to green arrows, release your mouse button, the new column will be added, to remove a column from the main grid again single click and hold the left mouse button on the column heading you wish to remove, drag this down to the show customize box and release the mouse; hide customize – this just hides the customize box; open in Excel – this allows the data to be exported into Microsoft Excel; open in XML – this allows the data to be exported into an XML format; select all – this selects all the customers on the main grid and final refresh, which refreshes or updates the information on the main grid. This option is only enabled when you're your using a 'table' option.