How to enable individual column totals on process reports
Summary
Beginning with version 5.0.227, you can now show a
total for many numeric columns in order entry on your process reports.
This article will provide instructions on how to set up this feature in
your SalesPRO software.
Instructions
- From within SalesPRO, navigate to the Setup tab and select the Process Reports icon.
- Select a report to modify by clicking on it once, then click the Modify button.
- Select the Line Items tab.
- Click on one field which you wish to total. Then click the Change button.
- In the example below, we will select RetailPrice.
- In the Field Settings window, place a check mark in the box to the left of Show a grand total for this field.
- Press OK to save your changes.
- Repeat for any other fields on which you would like to add a grand total.
- Switch to the Other tab.
- Place a check mark next to Show line item totals.
- Press OK to exit and save your changes.
NOTE: Grand totals cannot be calculated on formula fields.
- When you print your modified process report, the selected column(s) will show a Grand Total field as shown below.
Applies to:
- SalesPRO Software
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