Other Report

Use datasource from each business module (Quotation, Invoice, Credit Note, Purchase Requisition, Purchase Order etc) to generate reports of your needs. To access to Other Report, choose Report > Other.

Custom create Quotation report

1. From the left menu, access to Setting > Report. Click on the purple duplicate button for Quotation.

Custom Create Quotation report

2. On the popup, provide a name for this newly created report and choose Save Changes.

3. Choose the design button for My Quotation report to open the Report Designer.

Design my Quotation report

4. On the left panel of the report designer, choose Dictionary tab. Expand the Quotation data source.

Quotation data source

5. Make modification to the right panel of the report designer, choose Save on the top menu to save the changes. Refer Template/Report Designer for more information about the functionalities in the designer.

6. Access to Report > Quotation from the left menu, choose Search button on the left menu, select My Quotation from the search option and choose Search button to display your report.

Note:
You need to clear your internet browser's cache images and files after you made modification to the report.

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