Reports: How Are They Used?

Manager SE Reports & printing
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JeromeKoehn
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Reports: How Are They Used?

Post by JeromeKoehn »

I know I've mentioned this before, and was told don't think there would be enough interest in... So I guess what other members think of this.. How many would like to see a advantaged class on how a lot of the reports work and how to set them up. I've only been here over 1 year so just learning the basic, but now would like to learn more of the How's, do's & why's. Just a note to say if interested or not, to show if this would be worth the time for Mitchell to schedule a class. Thanks Jerome
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Re: Reports: How Are They Used?

Post by timbre4 »

Given our event planning and logistics, it would be possible to schedule a live class strictly for discussing reports only. Invariably, questions go into other areas of the program and then you're back to a workshop event.

Having said that, we did add a Reports segment to the workshop about two years ago. I can email you the PowerPoint slides to see how it compares with your thoughts.
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katie042
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Re: Reports: How Are They Used?

Post by katie042 »

I would love to receive the Power Point regarding the reports that you are mentioning. My email is kathythomson042@gmail.com
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Re: Reports: How Are They Used?

Post by timbre4 »

It's on it's way. :wink:
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nickscarcare
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Re: Reports: How Are They Used?

Post by nickscarcare »

I would like to see this also if I could. Thank you.
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Re: Reports: How Are They Used?

Post by timbre4 »

Certainly! On it's way.
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JeromeKoehn
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Re: Reports: How Are They Used?

Post by JeromeKoehn »

Can I get this also
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Re: Reports: How Are They Used?

Post by timbre4 »

JeromeKoehn wrote:Can I get this also
On it's way.
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Re: Reports: How Are They Used?

Post by GUTHTIRE »

Any chance you can send them my way too?
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Re: Reports: How Are They Used?

Post by timbre4 »

Just sent
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JeromeKoehn
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Re: Reports: How Are They Used?

Post by JeromeKoehn »

Tim: This is very helpful, now was wondering if some things could be detailed 1) Materials used by vendor part #.. Is there any way to maybe pick by category only and also by customer?
2) Material used with detail-- Any way to change Invoice # to list Customer name instead? I'm sure I'll have more questions as I look over the slides. Thanks Jerome
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Re: Reports: How Are They Used?

Post by JeromeKoehn »

Is Reports Pack (on page 28) something extra? I can't find nothing like that?
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Re: Reports: How Are They Used?

Post by timbre4 »

JeromeKoehn wrote:Is Reports Pack (on page 28) something extra? I can't find nothing like that?
Whole separate thing (6MB PDF file) found here: http://www.mitchell1.com/knowledgebase/ ... php?id=659

This can be browsed or downloaded for review; it represents every printed output from Manager SE.
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Re: Reports: How Are They Used?

Post by timbre4 »

The SE Reports Strategy is now available as a Knowledgebase article here: https://kb.mitchell1.com/articles/id-971
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