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Most reports in Design Manager offer a set of ranges and printing options, which allow you to customize how each report will print. A range is a set of fields that designates a starting point and an ending point to display data. For example, typing “A” in the first field of Client Range and then typing “CZZZZ” into the second field will select only those Clients that have a Code that start with the letters A, B, or C. Any range that is left blank is ignored and will select all records. Some common ranges and options are explained below. More specific ranges and options can be found on the actual report windows.
To have the report print ALL of a Range, just leave the fields BLANK.
Date Ranges: Most reports have a date range for entering specific dates for which the report will print. Enter starting and ending dates in the form of MM/DD/YY. To print a report for a specific date, enter the date into the starting and ending date fields. To print the report from a specific date to the present date (including all future records), enter the starting date and leave the ending date blank. To print a report up to and including a date, leave the first field blank. To print the report for all records, leave both fields blank. Date ranges will be specific to the type of report you are printing (i.e. Ordered Date, Entry Date, Expected Ship Date, etc.). To view the Date Search Window, place the cursor in a date field and click on the Search button.
Code Ranges: Most reports have one or more code ranges for entering specific codes for which to print the report. To print the report for a single code, type the selected code into the starting and ending code fields. To print the report for all codes in the system, leave both fields blank. To print a report up to and including a particular code, leave the first field blank. To print the report from a specific code through all remaining codes, enter the starting code and leave the ending code blank. To search for a code, place the cursor in a code field and click on the Search button in the lower left corner. Code ranges will be specific to the type of report you are printing (i.e. Project Code, Vendor Code, Location Code, etc.).
If you have numeric codes in the system, they will be sorted alpha/numerically starting with the number zero. For example, the code 01000 will come before the code 10. Letters of the alphabet may also be entered instead of codes (i.e. A – M). Reports will print up to, not up through the ending letter. Therefore, if you want a report to print all of the codes that begin with M, you should enter A – MZZZZ or A – N into the starting and ending ranges.
Report Format: Many reports offer both a summary and a detail version of the report. The summary version typically provides a more condensed version of the report, while the detail version provides more comprehensive information. Most reports will default to print the summary format of the report. To print the detail version, simply select the Detail format option.