How to print customer information on process reports
Summary
This article will discuss how to print customer information, such as account number, on process reports.
Create the report you wish to modify
1. From the Tasks menu, click Manage Process Reports.
2. From the Category list on the left, select the category you wish to modify.
3.
Solatech provides default reports, but they cannot be modified. Below
are the steps to create a new report that can be modified.
4. From the list of available reports on the right side, select the report you wish to copy.
5. From the toolbar, click the Copy button.
6. Enter the name for your new report and click OK.
7. Your new report will be added to the list and automatically selected.
How to add customer information to the report
1. With the report highlighted, click Modify.
2. From the Layout tab, select Order Information.
3. Under Fields to Display, locate and check the fields you wish to display on the report.
4. In the example below, we want to add the Customer Account Number.
5. Once the field is checked, use the Up and Down arrows to re-arrange the order in which the fields will appear
6. Edit the Heading and Width of the field as desired.
7. Click OK to close the Order Information section.
8. Click OK to close the Modify Report section.
Printing the report
If you have created a new report, you will need to add it to the list of reports to print.
The instructions for doing this are available in the Knowledge Base Article, How to Setup Process Reports.
Applies to
- SWCS 4.2
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