Transactions Report

Transactions Report Overview

The Resource Transactions Report within SapphireOne Job Projects Mode provides a comprehensive overview of all transactions details relating to Job Project Resources within the users SapphireOne datafile.

When the Transactions Report is selected from the Job Projects Resources 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 in Transactions Report

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 selected SapphireOne will use this option on the Print Destination menu. 
Quick Report  Selecting this option will open the Sapphire Quick Report function. 

Report Type Menu

Selecting the Report Type option will enable the user to print different layout styles of the report.

One Line Transaction This report gives the resource transaction details in a simple one line report.
Transaction Audit  As in the previous report, this report gives resource transaction details with the inclusion of additional data fields and information.
Project Time Sheet Detail This report can be used to produce a time sheet report relating to particular resource projects.

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 not apply any additional data sorting to the report.
By ID This will sort the order of the data by resource ID.
By Type This will sort the order of the data by transaction type.
By Date This will sort the order of the data by the date of the transaction.
By Internal Ref This will sort the order of the data by the Internal Reference Number of the transaction.
By Sequence Number This will sort the order of the data by the Sequence Number of the transaction.

Report Selection Menu

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

Unpost Only This will display un-posted transaction records only.
Location Inventory  This will display all inventory items, including inactive items.

Report Buttons

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.
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.

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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