Details Report Overview
The Details report within SapphireOne Accounts mode provides a comprehensive overview of all Vendor accounts within the users SapphireOne data file.
When the Details Report is selected from the Accounts Payables Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data they would like included within the Details Report.
The user can select from the Print Destination, Report Type, Report Sort Order and Report Selection drop-down menus to determine their preferred Details Report layout. Reports are created using a combination of the selected metrics.
SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for data entry. Any data entry field you can type into using a keyboard can use this feature.
You can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client. They may have made a phone call to that particular client using the Softphone technology. Consequently, this will automatically date and time stamp both the contact and the phone number you called.
As soon as the call is completed, the user has the ability to use Speech to Text (Windows) or Dictation (MacOS). They can dictate into the memo field of the CRM contact, adding as much description as they require.
Dictation and Speech to Text Procedure
This functionality applies across every single Data Entry screen. For example, the SapphireOne user is entering a Vendor Invoice (VI). Additionally, you may want to add a memo within the Vendor Invoice (VI). The user can utilise the tool and simply dictate the memo.
Another example is if the user wants to add additional lines to the General Ledger account, within each General Ledger account. When the user is completing data entry using a General Ledger, there’s always a unique memo field for each GL account line. The user can then utilise this feature to quickly add the information they need to add. Alternatively, you may have an interview with an employee. After the interview process is completed, the user can then make notes about the employee.
Speech to Text or Dictation is an extremely powerful tool. It is something that we at SapphireOne, as well as our clients, utilise daily. It is a massive timesaver.
Print Destination Pop Up Menu in Details Report
The Print Destination Popup Menu allows the user to choose the destination for the Report, and select from the options which include Printer, Custom Report, Quick Report and Labels.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once selected SapphireOne will use this option on the Print Destination menu.|
|Quick Report||Selecting this option will open the Sapphire Quick Report function.|
|Labels||Selecting this option will open the Sapphire Label Design Report Editor, allowing the user to design Labels as required. Labels can be designed and printed on a sheet or roll.|
Report Type Popup Menu
Selecting the Report Type option will enable the user to print different layout styles of the Details Report.
|One Liner:||This is a simple report showing ID, Name, Contact, Position and Phone details.|
|Two Liner:||This report expands on the above report with additional Contact details for the selected, Vendor.|
|Four Liner:||This report expands again on the Two Liner and gives Postal and Physical Address details.|
|Full Details:||This report gives ALL details about each Vendor. There are two to a page unless there are too many notes or keywords for a Vendor.|
|Direct Print:||This report allows for the use of Direct Print layout as set up in Utilities. Utilities > Controls > Direct Print Layouts|
|Direct Print-2:||This report allows for the use of another Direct Print layout option as set up in Utilities. Utilities > Controls > Direct Print Layouts.|
|Address Details:||This report gives full details of the Multiple Addresses set up for each of the Vendors.|
Report Sort Order Popup Menu
The Report Sort Order Menu allows the user to select from various sorting methods and criteria to organise data in different sequences while still maintaining the same fundamental report format. The user can sort data by:
|By ID||This will sort the order of the data by inventory ID.|
|By Class||This will sort the order of the data by inventory Class.|
|By Supplier||This will sort the order of the data by Vendor.|
|By YTD Sales Value||This will sort the order of the data by the Year To Date Sales Value.|
Report Selection Popup Menu
The Report Selection Menu allows for additional sorting of report criteria.
|Active Only||This will display all inventory items, excluding inactive inventory items.|
|All Records||This will display all inventory items, including inactive items.|
|Master Table Only||This will display the Master Build inventory items.|
|Build Item Only||This will display all Build inventory items.|
|Background Button||Selecting this button allows the user to run the report in the background of the SapphireOne server, allowing the user to continue with other tasks while the report is generating.|
|Print Button||Select this to Print the Report.|
|Cancel Button||Select this to Cancel the Report.|
|Record List Button||Selecting this button brings up a list of all inventory items within the users SapphireOne data file. The user can then use the ‘command/F’ and ‘ctrl/F’ search function to search for the inventory item to be printed.|
|Options Button||The Options Button allows for even further customisation of the Report. Further details are outlined below.|
|Queue Button||Selecting this button will put the report in a Queue, allowing the user to select the time and day for the report to run and print.|
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.
You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.