Rice Lake OnTrak Truck Scale Data Management - Operation Manual - Manual (Page 40)

36 OnTrak Manual
7.0 Reports
OnTrak can generate several reports based on which information you want to view. A report allows you to view
important details about the selected database item. You must be logged in as a user with administrator
permissions to access reports. See Section 16 on page 17 for information on permissions.
The reports include:
• Customer Report
• Hauler Report
• Product Report
• Truck Report
• Job Report
• Discounts Report
• Transaction Report
• Shipping Usage Reports (by product,
customer, truck, hauler, or job)
• Receiving Usage Reports (by product,
customer, truck, hauler, or job)
These reports can be viewed, printed, or exported. Within the report, export options include Microsoft Excel
format (.xls), or Acrobat (.pdf) format. You can also access the
Export Transactions wizard (Tools » Export
Transactions...) to export transactions (based on selected criteria) to an .XML file.
7.1 Viewing and Printing a Report
1. While logged in as an administrator, from the View menu, select Reports » Selected Report.
The process is the same for all reports except transaction reports. In this section, we will use the
customer report as an example.
The
Customer Report dialog box appears.
Figure 7-1. Customer Report dialog box.
2. In the Search Text text box, type a keyword to identify the customer. Alternatively, you can leave this text
box blank; however, this will create a report of all customers and may be a lengthy process depending on
the size of your database.
Recent keyword searches will appear in the Search Text pull-down menu.
3. Click the View Report button.
The Customer Report dialog box generates the customer report.
Note