Profiles tab in Reports


Contents


Profiles tab

For reports that are not generated through the FormGen you can record a universally valid client and branch.

  • To do so, enter XXX in both fields.

  • Reports without printersettings can be printed anywhere.

Add filed in one column

To insert input fields in the Profiles tab in Reports, place the mouse below the required header and select the Add line entry in the context menu.

An input field or dropdown field is then inserted below this field.

Columns description

Column

 

Column

 

Mode

You can select the TMS mode from the dropdown list.

(Order) Sector

You can select the order sectorfrom the dropdown list.

→ COMPANY → order sector

Client

You can select a client with the search function.

Branches

You can select a branch with the search function.

→ Branches in COMPANY

Service type

In the service type section of this tab you can limit the reports for the Service tab (Prg ID 1=TP2) to one or more service types.

Make one or more entries in the column Service type.

All available service types are available in the dropdown menu.

If you would like a report to be displayed in all service orders, select ALL/General

Transport type

For reports that are used in the service order tab, the mode of transport can be display additionally.

Context menu 

Several lines can be added per column via the context menu.

 

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Reports of Service orders

Reports for service orders have the entry TP2 in the Prg ID 1 field.