Smart Reports Pty Ltd SmartReports+ User Guide
Contents
1. artR rt SmartReports g SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 1 INTRODUCTION Congratulations on your purchase of SmartReports This Hi Speed system is your friendly secure and comprehensive reporting system for your existing MYOB Business Management system You can view print and export to multiple formats Sales Inventory Job Costing and Financial reports using Smart Reports including graphs for those who are visually minded while continuing to work on your existing accounting system Once installed and configured for your accounting system you can have unlimited use of SmartReports You can extract reports based on transaction dates financial years and also compare yourselves against industry benchmarks if you have access to such figures Use the following sections to generate your own Smart Reports 2005 Smart Reports Pty Ltd Commercial in Confidence Page 2 Smart Reports User Guide MYOB doc SmartReports User Guide SmartReports g smarter Data Faster Profits Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 1 1 SMART REPORTS MAIN SCREEN Smart Reports can be accessed via Start gt Programs gt SmartReports gt SmartReports When launched for the first time the user will be asked enter their Company and Contact details It is important that these are completed properly as the information is required for support2. Tools menu Complete the fields below and select OK Restart the Smart Report application to allow the link to be changed MYOB DSN Details Eg Configure your ODBC data source to WOB to enable Smart Reports to query the selected company data file Company Data File CProgram FilesSmatReportsibinclearwtr MYO Browse Username Adminiatrator Password men 7 UNISTALLING SMARTREPORTS To uninstall SmartReports select Programs gt SmartReports gt Uninstall SmartReports Follow the prompts on the screen to uninstall the application 2005 Smart Reports Pty Ltd Commercial in Confidence Page 12 Smart Reports User Guide MYOB doc
3. REPORTS 2 2 1 Backorder Report This report lists the items which are on backorder The report includes Company name invoice number invoice date quantity ordered and quantity on backorder Si Se E Hem a i r a smee im Fi i 1 E l Bees ole Leb Pe bo ede Jem mere be etch ee he eet Tomb Laver 1 bith Bead Clis8 Teme Fiber Lae O 173 FiEer ET Hi l hare Commie Sesh om Coder Heke i Armor rr Olea Gamer Fide Oph Osaa iie hrai Clive dee Send 0 Py ee lire eee ge ered 1m8 Paes Lae EEEL Wheei Ziil Clase Ballers Cr e 0 Sas Bed Olas ee ews kh its Bd Onsa kamag Wip r Gee rage H air Collies Pome r Tom Pe Pe ay ah irp a Jereg mi jie lee Caha m PH UH FHE LE LE MET hae LT Ui Chee Eha LT Ui sai E iHe 1 Select the item s for which you wish to extract the Backorder report by clicking the check boxes as displayed above if you wish to report for all items select Include All option To de select the items selected click the Exclude All option 2 To search for an item start typing the name of the item in Find items and press the Enter key 3 Once the selection of items are complete click the View button to view the report or the Print button to print the report 4 Onclicking the View button the following report is displayed 2005 Smart Reports Pty Ltd Smart Reports User Guide MYOB doc Commercial in Confid
4. the SmartReports application ou assume the entire risk as to the results and performance of the SmartReports application and Smart Reports does not warrant that the SmartRkeports application will operate without interruption or error Performance of the SmartFeports application may be ditterent in a networked enviranment when compared to a stand alone environment 2005 Smart Reports Pty Ltd Commercial in Confidence Page 3 Smart Reports User Guide MYOB doc TR rts SmartReports gj SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 1 2 USING SMART REPORTS FOR THE FIRST TIME Once the SmartReports application has been installed the user must setup the application to use the correct parameters for the Financial Reports These are in relation to General Ledger accounts that relate to the following accounts Current Assets Total Assets Inventory Current Liabilities Income SmartReports when launched for the first time will ask for specific accounts in your General Ledger that refer to the accounts if they are not called the same For example some businesses may call Inventory as Stocks or Products Please specify the relevant General Ledger account descriptions that refer to the above This setup may be modified at any time by selecting Map GL Accounts from the Tools menu The following screen will be displayed The user can select the appropriate mapping
5. SmartReports smarter Data Faster Profits 4 af j Smart Reports Pty Ltd SmartReports User Guide Smart Reports Pty Ltd Release Date 6 3 06 Version V6 0 Reference 6 3 06 Project Code SR Plus 6 TR rts SmartReports gj SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 Table of Contents L NRMU OAC OM osiicsdcteicetcasecsscecsesdacscccdeusseseas a AEE ANEO E ori aa rN aiia 2 l l SMART REPORTS Main SCrON 1 ccccccccseecceccccccansessccccsansessscecansssssscccacasesescecucasesseeseqass 3 ka Using Smart Reports for the first time ccccccccccccccsssssccccccccccececaaesssseeeeeeeeceeaaesseseeeeeeeesaaaaeees 4 2 Kepors Menu SCL COIN serierna ernaint An E EA EAEE EERE EAE AEEA EAE 5 2d Cirean Your FIST Repor srsieeierree i Nnn T EEE A 5 PAD OS TCO IIS EEE EEA E E O E A E A 6 3 Usme the REPORT VIEWER wisssssssssssssesescssscctsesdasesssscsssescccaccensecaastencesensessessvssanscssssesssecaseaxes 7 4 Wsime tbe MENUS siississarirosissii anere iiis aiaia i anian Nine naa rS iE ESENS aarne 8 3 ROOTS UT AGO gi co cpses cassie cceeccdontssasauudesdevsaesusausuuaveccoteusevncs aus evesceuunedss AE E 9 6 Setups Chanting the MY OB Dataile visccsscscsescsssvevecssecescecscecseuecesswncnvscesseuseessesseessossevesstuesvens 12 7 Unistalins SMARTREPORT ye voscsecs ceatesesssensoutescuvsveisvecessccnvccecescnectersevsvesseesecexessussesteacveotaes 12 Smart Reports User Guide MYOB doc
6. SmartReports g Smarter Data Faster Profits SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 Smart Reports Registration Smart Report Registration Step 3 Business Details Industry ITMultimedia Business Name Test Joe Blogg Contact Mame Phone 12345678 98765432 Fax Email USemamedgcompany com au Website T 5 T 5 Ha T ou Street Address 14 Street Narne SHUE suburb Name City City Name Lo Postcode Aono lt lt Back MHext Cancel g State i ty Any details shown on the screen can be updated and the Next gt gt button must be clicked to continue with the registration process To go back one screen click the lt lt Back button On clicking the Next button a Registration form is displayed Print this form using the Print icon shown and fax it to Smart Reports at 07 30203848 Once the registration details have been processed Smart Reports will send you the registration key and necessary instructions to utilise SmartReports for your company data 2005 Smart Reports Pty Ltd Commercial in Confidence Page 11 Smart Reports User Guide MYOB doc SmartReports g SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 6 SETUP CHANGING THE MYOB DATAFILE To setup the MYOB datafile that the SmartReports application is linked to select Change Datafile from the
7. and maintenance purposes On launching Smart Reports from your desktop or from the Startup Group the Smart Reports application will be loaded and the following screen is displayed SmartReports Smarter Data Faster Profits SsmarntRepors Version 6 0 Our SmatRepots for MYOB and Quickbooks are designed to give you and your office staf accurate and insightful business information to help you make Informed business decisions and improve your profits omat Reports will be pleased to assist in custamising the reports to your business or procure new reports Please contact us on 0 3070 3900 or fax your requirements to 07 3020 3040 or via email intofsmartreports com au or the web site www smartreports com au Click Launch to start using the reports Launch We provide the Smartreparts application 45 S without warranty of any kind ether express or implied including but not limited to the implied warranties of fitness for a particular purpose or merchantability and provision of or failure to provide support services Smart Reports shall not be liable for any indirect consequential special or exemplary damages such as but not limited to lass of revenue data or anticipated profits lost business or other economic loss or loss of goodwill from the use or inability to use the SmartReports for any purpose Smart Reports does not warrant the performance accuracy or freedom from error or any resuits generated through use of
8. data simply click the Register option from the Tools menu on the SmartReports main screen and follow the prompts as shown below Smart Reports Registration Smart Report Registration Wie thank you for your interest in Smart Reports Please select tram the options below Step 1 gt have evaluated Smart Reports and woud like to Register for my company data e have registered and receed my Registration Key and would like to start using Smart Reports for my company Next Cancel To Register Smart Report for your company data click the Next gt gt button You will be presented with the following screen 2005 Smart Reports Pty Ltd Commercial in Confidence Page 9 Smart Reports User Guide MYOB doc Repor sma rtt EE sE SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 el Smart Reports Registration Smart Report Registration Step 2 To Register C have an Internet connection and would like to Register online dont have an Internet connection But I d like to Print the Registration Form and send tt ta smart Reports i Back Next gt Cancel If you have live Internet connection then select the first option otherwise select the second option to manually register If the second option is selected the following screen is displayed 2005 Smart Reports Pty Ltd Commercial in Confidence Page 10 Smart Reports User Guide MYOB doc
9. ence Page 6 SmartReports g Smarter Data Faster Profits SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 3 USING THE REPORT VIEWER m LJ E kat a m mE r RA s a E t Test lem Sales By Customer Fa he piod bam 01 120 b eos ff Sotieneny up plies Hem Huisbui A Oaeciplien a Tm ar Bie Bod Gibas Teml Peatioode Donie Shidis Lt wom be lalan Way Mrzi Quantity De a a AE i iF nok er ina The Report Viewer toolbar buttons above are described below in order Table of Contents Print Copy Find Single Page View Multi Page View Continuous Scroll Zoom out Zoom in Zoom percentage Previous page Next page Current Page Number Backward Forward Exit 2005 Smart Reports Pty Ltd omha aE Jaam le Displays scrolling pages which can be viewed using the vertical scrollbar Increases the viewed area within the report window Decreases the viewed area within the report window Allows a zoom percentage to be entered to resize the report Displays the previous page Displays and allows entry of the current page Displays the previous page Displays the next page enabled after Backward is used Displays the next page Closes the report viewer Commercial in Confidence Page 7 Smart Reports User Guide MYOB doc I r smartReports g SmartReports User Guide Smart Reports Pty Ltd SmartReports Us
10. er Guide Reference 6 3 06 V6 0 4 USING THE MENUS File View Report Opens the report in the report viewer ee to Using the Report Viewer Print Report Opens the print setup form to allow printer and page selections to print Available in report preview mode only This allows exporting the reports into HTM PDF RTF TIF TXT and XLS formats One of the following selections is used to determine whether a report view opened in the same window or a new window View report in same window _ Enables you to view the report on the same SmartReports window View report in new window A separate window is displayed for the report O Report Lists Select on of Default Order Sort Ascending Sort Descending Map GL Accounts Refer to the section on Using Smart Reports for the First time Change Datafile Refer to the section on Setup Changing the Datafile Register Refer to the section on Registration below Show application information including Smart Reports Pty Ltd contact details Close the application 2005 Smart Reports Pty Ltd Commercial in Confidence Page 8 Smart Reports User Guide MYOB doc Repor SmartRepor isg SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 5 REGISTRATION The registration process requires you to procure an ODBC driver for your Accounting system such as MYOB or Quickbooks To register SmartReports to be used for your company
11. s based on their requirements GL Account Configuration Smat Report needs to know what your CURRENT ASSETS account is called This only needs to be ansyvyered once for each unknown GL account OK Cancel 2005 Smart Reports Pty Ltd Commercial in Confidence Page 4 Smart Reports User Guide MYOB doc Smarter Data Faster Profits SmartReports 5 SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 2 REPORTS MENU SCREEN The following is the main screen displayed upon launching the Smart Reports application Extracting eroen Padditional reports from your systems MYOB QuickBooks and other 5 NOW easier cost effective and more powerful than you think 2 1 CREATING YOUR FIRST REPORT To create a report use the prompts as specified in the screen above 1 Step 1 Click on the report required 2 Step 2 Enter the fields listed under Select Parameters 3 Step 3 View Print or Cancel the report Congratulations You have now created your first Smart Report The methods are similar for extracting reports from other areas The following sections describe the reports in further detail 2005 Smart Reports Pty Ltd Commercial in Confidence Page 5 Smart Reports User Guide MYOB doc SmartReports J Smarter Data Faster Profits SmartReports User Guide Smart Reports Pty Ltd SmartReports User Guide Reference 6 3 06 V6 0 2 2 SALES
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