Best Practice Mini-Courses

Reports

Prerequisite: Students must have had previous Artsystems Software experience or formal training to register for this course.

1. Which records to print
   • How to generate a dataset, or small group of records.
   • How to Mark a group of records to make a list
   • How to save lists: Worksheets
   • How to edit Worksheets
   • How to create a group of records with similar criteria: View Sets
   • How to save View Sets and effectively use saved sets

2. What types of Reports can be generated
   • Standard Reports
   • Document Reports
   • Spreadsheet Reports
   • Financial Reports
   • Customized Reports

3. How to run reports
   • Create dataset and select report name from drop-down list
   • Examples of Works Standard Reports, Work Reference, Full Page Detail, Works list by Artist, Location, or Type, etc.
   • Examples of Works Label Reports: Avery labels
   • Examples of Works Image Reports

4. How to create Spreadsheet Reports
   • How to Establish Column Layouts for Recurrent Reports
   • Spread Sheet Reports in Contacts and Works

5. Standard Reports in Contacts Module
   • Create label reports for mailing list
   • Create brief Contact Reference Report
   • Create Contact Full Page

6. Standard Reports in other Modules: Editions, Catalogue and Transactions

7. How Document reports work
   • Typing into automatically generated Documents
   • Using Glossary
   • Inserting Picture

8. Standard Financial Reports
   • Overview of all Financial Reports: Accounts Receivable, Accounts Payable, Customer Statement, Consignor Statement, Sales Report plus Top Sales report.

9. How to Email / Export Reports

10. How to set up the Quick Report option

11. Review and Answering Questions

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