Run a report

Visma.net ERP reports display the information you want to see in easy-to comprehend formats. This topic describes how you run a typical report.

  1. Open the report window.
  2. On the Report parameters tab, select the report parameters.
  3. Optional: On the Additional sort and filters tab, in the Additional sorting conditions table, set up the sorting. Do the following:
    1. In the table toolbar, click .
    2. In the Property column, select the property on which you want to sort.
    3. In the Condition column, select Ascending to perform an ascending sort (that is, A to Z for text, lower to higher for numbers, or newest to oldest for dates), or select Descending to perform a descending sort (that is, Z to A for text, higher to lower for numbers, or oldest to newest for dates).
    4. Repeat the previous substeps for each column you want to sort by.
  4. Optional: On the Additional sort and filters tab, on the Additional filtering conditions tab, set up a filter to get only the data you want to see.
  5. Optional: In the Print settings section of the Print and email settings tab, specify the settings for printing the report.
  6. Optional: In the Email settings section of the Print and email settings tab, specify the settings for sending the report by email.
  7. Click Run report.

This generates and displays the report. Now you can print the report or save it to your computer in one of the available formats.

You can modify report parameters after you've prepared a report. To change the report parameters, do the following:

  1. On the toolbar of the report, click .
    This returns you to the report window, and the Parameters button is highlighted, denoting that you are currently viewing the parameters.
  2. Change the report parameters.

    You can click the highlighted to toggle between the report window and the report without losing the changes made on the report window.

  3. Click Run report to view the report with the new parameters you selected.