Printing/Previewing Reports

Previous Topic: Products/Services Reports

To print and/or preview a ServiceCEO report:

Click Reports from ServiceCEO's Navigator bar. The Available Reports dialog box appears.

Select the appropriate report category. There are six report categories:
Highlight the report you want to run.
Click Select. The Print Options dialog box appears.

The Print Options dialog box enables you to define the criteria for the report. This criteria normally includes:

Print Style. Some reports let you choose between different versions of the report (e.g., Summary and Detailed versions).
Group By. Some reports let you define the grouping order of the report results by selecting it from the Group By drop-down list. (Note that this option is not available in the above screenshot.)
Print Range. Many reports require that you select the range of dates for which you want to display information.
Check Boxes. Some reports let you include or exclude information depending on what check boxes are selected. In the screenshot above, you have the option to include your company information on the report header and to display any add-on lines that may be present.
Copies. If printing the report, select the number of reports you want printed from the Number of Copies spin box.

Additional report criteria may be available on the Contents tab. Examples of possible additional criteria includes:

Customers. You can include all customers in the report by keeping the All Customers check box selected.
To run the report for a specific customer, deselect the All Customers check box and type search criteria for the customer you want to appear in the field beneath the All Customers check box. You can search by customer name or by customer ID. A list of customers corresponding to your search criteria appears in the list box. Select the customer you want to display from this list.
Options. You can filter the report by the values you select from the drop-down lists in the Options section. Only values that match the criteria you define here would appear in the final report.
Company Structure. If you are running ServiceCEO Enterprise, you can filter the report by company structure. Depending on your security rights and login level, you may not see this tab.

Some reports, such as the Revenue and Marketing Module report, have more extensive report criteria options. For a report of this nature, you would define your report criteria by selecting a tab or tabs in the first section and defining the appropriate criteria. Next, you would select the remaining criteria—the sections numbered two and three—before previewing or printing your report.

For all reports, you can either print your report directly or preview it before you decide to print the report. To print the report without seeing it first, click Print. The Report will automatically print on your default system printer.

To preview the report, click Preview. The Report Preview page appears. For more on Standard reports, see the Standard Report Preview page section. For more on Crystal Reports reports, see the Crystal Reports Report Preview page section.

Next Topic: Standard Report Preview page

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