Asset Transactions Report Overview
The Asset Transactions report within the SapphireOne Assets mode provides historical reports into Assets.
When the Asset Transactions report is selected from the Assets 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 report.
The user can select from the Print Destination, Report Type, Report Sort Order and Report Selection drop-down menus to determine the preferred report layout. Reports are created using a combination of the selected metrics.
Print Destination Menu
The Print Destination Menu allows the user to choose the destination for the Report, and select from the options Printer, Custom Report and Quick Report.
|Printer||Tells SapphireOne to send the report straight to the Printer.|
|Custom Report||This allows the user to create a custom designed report. Once created the user will be able to 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 an A4 sheet or roll of paper.|
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.
Report Type Menu
Selecting the Report Type Menu option will enable the user to print different layout styles of the Details Report.
|One Line||Produces a report with one transaction per single line.|
|Audit Style||This is the current transaction lines report, displaying allowance totals on a transaction line by line basis. The report include details that can be used for audit purposes.|
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:
|No Sort||This will display the Report in the order they are displayed|
|By ID||This will sort the order of the data by asset ID.|
|By Internal Ref||This will sort the order of the data by the Internal Reference Number of the transaction.|
|By External Ref||This will sort the order of the data by the External Reference Number of the transaction.|
|By Sequence||This will sort the order of the data by the Sequence Number of the transaction.|
|By Type||This will sort the order of the data by transaction type.|
Report Selection Menu
|All Records||This will display all inventory items, including inactive items.|
|Current Selection||This will display the current selection of records.|
|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.|
The user also has the option to create custom reports using SapphireOne Quick Reports or Custom Reports.