Details Report

Details Details Report Overview

The Details report under the Receivables Tab provides a comprehensive and customisable overview of all existing client details within the users SapphireOne data file.

When the Details Report is selected from the Accounts Mode Receivables Menu, SapphireOne will present a print dialog screen for the user to select and customise the criteria and data such as client ID, contact details and expenditure over the past 30 days that they would like included within the Details Report.

A variety of different report types necessary for business are available within the Details function that can be easily selected by the user to fit their needs.

The user can select from the Print Destination, Report Type and Report Sort Order Oopup Menus to determine their preferred Details Report layout. Reports are created using a combination of the selected metrics. The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports. 

SapphireOne’s implementation of both Dictation (MacOS) and Speech to Text (Windows) is a game changer for anybody doing data entry within SapphireOne. Any data entry field that the user can type into using a keyboard, they can use this feature.

They can also use this functionality on all inquiry screens within SapphireOne. For example, the user is in a Contact within a Client and they have just made a phone call to that particular client using the Softphone technology, this will automatically date and time stamp the contact and the phone number you called to. As soon as the call is completed or finished, the user has the ability to use the Speech to Text (Windows) function or Dictation (MacOS) function and dictate into the memo field of the CRM contact, adding as much description as they require.

This functionality applies across every single Data Entry screen. For example, if the user is entering a Vendor Invoice (VI) and they want to add a memo within the Vendor Invoice (VI), the user can 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 General Ledger account line, the user can utilise this feature to quickly add the information they need to add. Additionally, if you’ve got an interview with an employee and after the interview process is completed the user is able to make notes about the employee.

Speech to Text or Dictation is an extremely powerful tool and it’s something that we at SapphireOne as well as our clients utilise daily. It is a massive timesaver. 

Print Destination Menu

The Print Destination 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. 
CSV  Selecting this option will open the report in a CSV file.

Report Type Menu

Selecting the Report Type option will enable the user to print different layout styles of the Details Report. Below is an overview of each Report Type, and what each type can be used for:

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 UtilitiesUtilities > 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 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 the following options.

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 Menu

The Report Selection Menu allows for additional sorting of report criteria.

Active Only This will include the client information excluding inactive clients in the report
All Records This will include the client information from active and inactive clients in the Report.

Report Controls Area

The Report Buttons area provides the user with following necessary functions for controlling the processing of the current report.

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.
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.

Data Range Selection Area

The Data Selection Area allows users to select the precise client data they wish to include and exclude in the report. There are two rows here so that users can construct a highly precise search.

Data Selection This dropdown menu has several options such as ID, State, Zip Code and Class
Data Metric This dropdown menu allows users to select the metric to include or exclude data such as equals, not equal to, less than or greater than.

You can review our Blog and YouTube channel for additional information and resources on SapphireOne ERP, CRM and Business Accounting software.

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