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54 Part 3 - Using Quantrac 2005
1.
Click the Reports button on the toolbar.
2.
In the first column on the Reports form, click on “Sales”.
3.
In the second column on the Reports form, click on one of the “Price Book” reports.
4.
To preview and/or print the report, see Previewing/Printing a Report at the end of this chapter.
Generating a Customer List
1.
Click the Reports button on the toolbar.
2.
In the first column on the Reports form, click on “Customers”.
3.
In the second column on the Reports form, click on “Customer List”.
4.
Click the “Enter Criteria” button on the Reports form.
5.
On the Customer Selection Criteria form, select the desired fields in any combination. (Note that the drop-down
lists contain every unique entry you have made in the database.) For example:
a)
To select all of your residential customers in a particular city, click the down-arrow in the “City” field, click the
desired city in the drop-down list, and click the “Residential” button.
b)
To enter a zip code range, enter the lowest and highest zip codes that you would like included in your list. The
system allows you to select customers within specified zip code ranges, rather than all of them. For example,
you may want to send a mailing to your customers in zip codes 55555 through 55559, but not to those in 55560.
If you would like to select customers within one zip code, enter that zip code in both the “From” and “To”
fields.
c)
To generate a list of all of your customers, click the “Both” button. Do not select any information in the top
section of the form. CAUTION: This can be a very long report.)
6.
To preview and/or print the report, see Previewing/Printing a Report at the end of this chapter.
Generating a Pie Chart of Service Calls by Employee
1.
Click the Reports button on the toolbar.
2.
In the first column on the Reports form, click on “Service Calls”.
3.
In the second column on the Reports form, click on “Service Calls by Employee - (Pie Chart)”.
4.
Click the “Enter Date Range” button on the Reports form.
5.
Enter the desired range of dates on the Select Criteria for Report form. (You are selecting service calls
completed between these two dates.)
6.
To preview and/or print the report, see Previewing/Printing a Report at the end of this chapter.
Generating a Report of Refrigerants Used
1.
Click the Reports button on the toolbar.
2.
In the first column on the Reports form, click on “Refrigerants”.
3.
In the second column on the Reports form, click on “Refrigerants Used (Service) - Detail”.
4.
Click the “Enter Date Range” button.
5.
Enter the desired range of dates on the Select Criteria for Report form. (You are selecting refrigerants used
between these two dates.)
6.
To preview and/or print the report, see Previewing/Printing a Report at the end of this chapter.
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