Create a Report

Accounting > Receivables > Receivables Views and Reports > Receivables Reports > Report Builder > Create a Report
Accounting > Financing > Financing Views and Reports > Financing Reports > Report Builder > Create a Report
Accounting > Financing > Electronic Transmittal > Report Builder > Create a Report
Accounting > Payables > Payables Views and Reports > Report Builder > Create a Report
Accounting > Vendor Receivables > Vendor Receivables Reports > Report Builder > Create a Report
Accounting > General Ledger > Report Builder > Create a Report
Merchandising and Distribution > Purchasing > Report Builder > Create a Report
Merchandising and Distribution > Purchasing > Buyer\Merchandiser Tools > Buyer Tools > Buyer Reports > Merchandiser Reports > Report Builder > Create a Report
Merchandising and Distribution > Purchasing > Buyer\Merchandiser Tools > Buyer Tools > Buyer Reports > Report Builder > Create a Report
Merchandising and Distribution > Purchasing > Buyer\Merchandiser Tools > Merchandiser Tools > Report Builder > Create a Report
Merchandising and Distribution > Purchasing > Purchasing Views and Reports > Purchasing Reports > Report Builder > Create a Report
Merchandising and Distribution > Inventory > Inventory Management > Advanced Warehouse Management > Report Builder > Create a Report
Merchandising and Distribution > Inventory > Inventory Management > Inventory Views and Reports > Inventory Reports > Report Builder > Create a Report
Merchandising and Distribution > Inventory > Inventory Views and Reports > Inventory Reports > Report Builder > Create a Report
System Administration > System Tools > Electronic Updates > Report Builder > Create a Report
System Administration > System Tools > Report Builder > Create a Report
Customer > Point of Sale > POS Views and Reports > POS Reports > Report Builder > Create a Report
Customer > Customer Service > Service Views and Reports > Service Reports > Report Builder > Create a Report

Create a Report is the first step in creating reports using the Report Builder feature. You can access the Report Builder feature from any module menu in STORIS.

Use the Report Builder feature to create custom reports based on a source file you specify, for example the Order file. You specify

STORIS provides a reference list of the source files and the associated dictionaries that are available to you via Report Builder routines. When planning your report, you can use the list to identify the files and dictionaries you want to include on the report.

STORIS uses numeric transaction codes throughout the system. You can include them in reports using the TRANS_CODE dictionary in the Create a Report routine. Click here for a list of these codes.

To download the latest source file list, which is in Microsoft® Excel format, click here. Enter the User ID and Password you established when you registered for access to the Customer Service web site. After logging in, click on the Documentation menu at the top of the screen, then click on Vision, and then select Spreadsheet Downloads. Scroll down to the bottom of the downloads page. In the Report Builder Source Files List section, click on the link for your revision's list. For example, if you are on STORIS release 9.5, click the 9.5 Report Builder Source Files List button. The File Download window appears, where you can Save the file to your PC.

Enter the name of the report you want to create. Or, if you want to edit or clone an existing report, specify the report name here.

Report Builder reports whose name begins with S$ are STORIS Standard Reports. You can print these reports but you cannot edit them. However, you can clone a STORIS Standard Report and edit the clone.

Headings

To use this field, Regional Processing must be active. The field affects only data that is based on location. You have the following options:

None - no limitation on the data selected
Sales - base data on districts selected
Inventory - base data on regions selected

If Multi-Lingual Processing is active on your system, specify the language for this report. The default is English. You can also choose French, Spanish, or Alternate. You can use Alternate if, for example, you have a second version or dialect of a language.

The selection you make here overrides the current language for the log-on user. For example, if the user is logged on for French but selects Spanish at this field, any portion of the report that has been translated into Spanish displays in that language.

Use this field to restrict user access to this report. You have the following options:

Anyone Can Run - no restrictions, all users can edit and run this report
Within Staff Type - restricts access (run and edit) to users who have the same staff type as the owner of the report
Only the Owner - restricts access to the creator of the report

Output

Use the fields on this tab to select the detail information you want to include on the report, as well as how you want the information to display (for example, column headings, column widths, sorting, breaks on data, alignment of data, and totals.

Once the Dictionary Name has been selected, the text that will appear at the top of the column of information on the report will populate the Column Heading field.

To edit the Column Heading field, use the Edit Dictionaries option from the Actions menu on the Headings tab or select Maintain Report Dictionaries (Query Wizard Dictionary Maintenance) from the Report Builder (Query Wizard) menu.

If you choose a dictionary item for break and another for total, you invoke the Summary Only field to appear when you run the report in the Run a Report routine. If you check the Summary Only field, the report omits the details and includes only the totals for the item you selected for break.

Prompts

Use the fields on this screen to set up additional run-time prompts for this report. You establish prompts for selected dictionaries, and the prompts appear on the report when selecting criteria for the report.

Select a dictionary name from the drop down menu. The dictionaries available for selection are based on the Source File chosen on the Headings tab.

The drop-down list at this field excludes dictionaries with a period in the name (for example, OPER.INIT). If you attempt to run a run a report containing a prompt with a period in the name, unpredictable results can occur.

Selection

Use the Selection tab to establish condition statements that further limit selection of data for the report.

Enter the value to be used in conjunction with the operator field to select data that meets the condition specified. For example, if you are reporting on purchases made on or before a specific date, select the dictionary name PURCH_DATE in the Dictionary Name field. Next, at the Operator field select LE (Less Than or Equal to) and at this (Value) field select the specific date. The report selects data using the condition that the purchase dates are equal to or before the date entered here.

You can also exclude or include a value of "blank" for a specific field. For example, if you are reporting customers with email addresses, select the Dictionary Name EMAIL_ADDR (Email Address) on this Selection tab. Next, select NE at the Operator field and at this Value field, enter "" (two quotation marks, no space). Your report includes only those customer records that have an email address and excludes any where the email address field is blank.

Sorting

When you finish building the report selections, click the Save button at the bottom of the screen to save this report. If you have not already Added Reports and DTS Views to Menus, a prompt appears asking if you want to. The next step is to process the report using Run a Report (Run Query Wizard).