Make an Impression with Report Designer

 In Blog

They say that first impressions are lasting impressions.

Fortunately, in today’s business environment there are many ways to make a lasting impression with your customers.

One of the most important ways your business makes an impression, is the reports that you send to your customers. That is why SalesPad not only makes it easy to collect and manage your business data, but also helps you present that data in reports that can be uniquely tailored to your business needs.

With Report Manager on SalesPad Desktop, you can easily create quotes, sales orders, and invoices that help your customers better understand your data and your business.

You access the Report Designer through the application menu in the upper-left hand corner of the Desktop window. There is security set on who can access the Report Manager so if the option is not visible it is because you do not have the security set for Report Manager.

Once in Report Manager you will see a list of Report Types in the Reports Grid. By selecting a Sales Document or Purchase Order Report the document will load in the right-hand pane. Clicking on the design button will then open up the Report Designer for that selected report.

Once in the report designer, you will see the Report Layout in the middle of the pane which includes all the objects currently included in the report and how these objects are laid out on the report.

To the right of the Report Layout, you will see the Report Explorer that allows for quick navigation between the different parts of the report, including headers, margins, details and footers. Also, on the right of the Report Layout, you will find the Property Grid which provides access to the properties of the currently selected object on the report. The ability to change the properties of each individual object on the report opens up many options to tailor the report to your specific business needs and preferences.

To the left of the Report layout grid, you will find the Tool Box that includes all the types of objects that can be placed on the report. These objects include pictures, charts, tables, shapes, bar codes, pivot grids and many more objects. This tool box can also be accessed from the toolbox tab at the top of the Report Designer.

Other tabs include a Print Preview tab which allows you to see how the report you have designed will look when printed. The HTML View  tab allows you to see how your report will look when presented in an HTML format.

To find more information about how to use the Report Designer, visit our documentation.

The ability to create reports that format your business data in a way that is easy to understand and is unique to your business, allows you to make an impression with your customers that will be a lasting one.

— Aaron Anderson

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