Moveware reports may be generated in a range of formats to be printed, saved, or e-mailed. In this section we will discuss how to generate a report. See Printing Reports for more information on how to print reports.

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How to Generate a Report

1. Navigate to Reports in the main menu.
   
2. Navigate to the required tab, e.g. Operations, in the Reports module. A list of available reports will be displayed, organized by category. Reports exported in Excel format are highlighted in green, and reports exported in Word format are highlighted in blue.
   
3. Select the desired report from the left column of the tab.
   
   
   
   
4. The middle column contains a number of filters to allow you to get more specific information. Most fields can be specified by double clicking. For instance, I can run a Jobs Summary report listing only Jobs that were Entered By Moveware Admin. Double-click the Entered By field, and select Moveware Admin:
   
   
   
5. You can choose as many filters as you’d like to specify a date range for the report, or a specific Sales Rep, or a specific type of Job (Cost Centre), or any of the other filters available for that report.
   
6. In the right-hand column there are several options for customising the generated report, depending on the report type:
   
   
   
7. Select the desired export format from the available icons at the top right of the tab to generate the report:

See Printing Reports for more information on printing reports.

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How to Group Reports

Groups allow you to break and total the report in many different ways. Records may be grouped by one or more fields. Double click a field to group the records by and change the order of the grouping with the Report Groupings arrows.  

For example, if I want to group my Jobs Summary report by Branch, and then by Type within each Branch:

This will group my Jobs on the report to show all the jobs from Branch ASA together. Within that branch, it will group my Jobs to show me all the EXF Jobs, and then all the LOM jobs that the ASA serviced.

However, if I click the “Type” group on the right, and use the arrow to move it above Branch, my report grouping changes.

Now the primary group is the Type of Job. I can see my COM jobs, and within that group, I can see the COM Jobs that Branch EUR performed, and then the COM jobs that SYD Branch performed.

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Report Filters

Please note that this section is a general overview of common report filters. For a better explanation on more specific filters, please see the relevant report page (under this section on the left-hand menu).

“Group By” Filters

• Output: Most reports may be set up to be printed on plain paper or letterhead paper. Double click the Output row to change it from Letterhead to Plain Paper if required.
• Copies: Select the number of copies to be printed or generated using the arrows at the top right
• Word Output: Double click the Word Output row to change the type of Word file generated. The file may be:  
  • Editable: An easily editable report with no text boxes, drawing objects, pictures or borders.
  • Rich Text: A report identical to the Print Preview, with each text section in a text box. Not recommended for frequent manual editing.
• Excel Output: Double click the Excel Output row to change the type of Excel file generated. The file may be:  
  • Normal: The formatting and layout of the report is retained
  • Data Only: No formatting or layout retained, useful for data manipulation
  • Non Crystal: Original Excel report exported by Moveware
• Version: Listing reports can be generated as a summary or detailed version. Double click the Version row to change the report from Detailed to Summary.
• Shading: Shading (highlighted rows) of Crystal Reports is on by default. To hide this option, double click the row or ask your System Administrator to set the System Parameter Hide Shading when Printing Crystal Reports to Y.
• Graph: Graphs may be included in some reports. Double click the Graph row to set the Graph option to Yes, which will display graphs instead of data in the exported report.
• Sort By: Double click a Sort By field to change the order of report records.
• Page Break: Click the Page Break (PB) icon to insert a page break when a new group of records begins.

Checkboxes

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