Details 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.

Print Destination Popup Menu

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 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 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 ClassThis will sort the order of the data by inventory Class.
By SupplierThis will sort the order of the data by Vendor.
By YTD Sales ValueThis 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 OnlyThis will display all inventory items, excluding inactive inventory items.
All Records This will display all inventory items, including inactive items.
Master Table OnlyThis will display the Master Build inventory items.
Build Item OnlyThis will display all Build inventory items.

Report Buttons

Background ButtonSelecting 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 ButtonSelect this to Print the Report.
Cancel ButtonSelect this to Cancel the Report.
Record List ButtonSelecting 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 ButtonThe Options Button allows for even further customisation of the Report. Further details are outlined below.
Queue ButtonSelecting 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.

Was this helpful?

Next Article