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Custom Reports - ABM Snapshot Reporting Tool
Snapshot is a very easy to use tool for producing powerful custom reports.  No technical knowledge is required - just point and click labels which are familiar to most business and software users.  And, since the reports all come out as Excel spreadsheets, you have all the power of that tool to improve the presentations and use graphs or other forms of presentation you may choose.
In addition to allowing the average, non-technical user of Advanced Business Manager to design and produce their own reports , more complex reports can also be developed by your dealer (or by a user with a knowledge of ABM's data structures and an understanding of SQL).
There are four basic steps involved in designing a report:
  • Give the report a name and select the style in which it is to be presented
  • Choose the columns you wish to see across the page
  • Select the records which are to be listed down the page
  • Specify the sort order, sub-totals and grand totals which are required.
One click of your mouse will get Snapshot to display your report in Microsoft Excel, ready for printing if required.

Note:

  • Microsoft Excel 2000 or later must be installed on each Workstation which will design, view or print the reports.
  • Reports  are limited by Excel to 65534 rows and 255 columns
Snapshot handles reports showing customers, suppliers, products, jobs and ledger accounts and relevant transactions including sales, purchases, quotes, requisitions, orders, stock movements and cashbook. Any custom fields which have been created by the user for these can also be reported on.
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