Report setup and mail: ad hoc reports, report order, the designer and emailإعداد التقارير والبريد: التقارير حسب الطلب وترتيب التقارير والمصمّم والبريد

Four screens shape how reports are built and laid out and how the program sends mail:

• Ad hoc report setup and Reports order are under General setup;
• Report designer and Email settings are under Administration.

See also Logs and checks: who changed what, and what needs fixing.

1. Ad hoc report setup

Ad hoc report setup is where the reports listed under Ad hoc reports in the navigation pane are set up. At the top are a Command list and a Template list, with an editing pane under them and a grid below that. The tabs on the right are Parameters (a Parameter / Type list), Group Summaries, Total Summaries, Grid Options and Column Options.

2. Reports order

Reports order starts from the Orders list. Its grid reads Reference, Accounts, Latin description, Sum of and Report group, and a column of buttons beside the grid works on its rows.

3. Report designer

Report designer opens in a window of its own, separate from the main one. Its Home tab holds:

• Open…, Save and Save As… in the Report group;
• Add Data Source, Add Calculated Field and Add Parameter in the Data group;
• the Clipboard, Font, Alignment and Borders groups.

Layout, Page and View are the other ribbon tabs, and Designer, Preview and Scripts sit on the right. It opens on a blank report: start with Open….

4. Email settings

Email settings holds the outgoing mail connection the program uses:

• five fields for the mail server: its host, its port, the user name, the sender address and the password;
• a secure-connection switch;
• Use Exchange Server and Exchange Server Domain.

Save keeps a change and Cancel leaves the settings as they were. Fill it in with the details your mail provider gives you. The values in the picture above are hidden on purpose.