You can create a new report using an existing template or you can create a template from scratch.
Create New Report
To create a new report from scratch:
- Go to Z Office > Reports > Create New Report
- Select the Report Type
- Set the filters and select the columns in the Report Design tab
- Set the sorting and date range in the Report Parameters tab
- Press Generate to run the report
- Save the report template with a name for future use
There are several report types in Z Office that focus on different areas:
List customers, filtered by debtor group, club, sales history, DOB etc.
Report on transaction details, sales values, profits and margins, filtered by sales type, stock, customer, department etc.
Report on stock details and movement, filtered by stock group, department, supplier etc.
Report on manual stock on hand adjustments made, filtered by department, supplier etc.
Report on stock on hand changes made when deleting scripts, restoring scripts and stocktake, filtered by department, supplier etc.
The Report Design tab will vary between Report Types. In this example we are using a Stock Report.
Default Dates - allows you to set a default date range for the report. In the example below, the report will run for the last month.
Filter - allows you to narrow down what is shown in the report. In the example below, the Stock Report will be filtered for Active Stock in the Baby department with SOH > 0.
Select Columns - the columns on the right hand side will be shown in the report. Highlight the column you want to move and press the left and right arrows to move the columns from one side to the other. You can press the up and down arrows to change the order of the columns.
Columns Layout - this shows a preview of how the columns will appear on the report. You can click the name of the column and edit the name. You can also click and drag the partitions between the column names to change the width of the column.
The Report Parameters tab will vary between Report Types. In this example we are using a Stock Report.
Group By - you can select how you want the information to be grouped and whether or not to "Show Totals Only" for that group.
Sort By - you can sort the report by one of the columns you select in the Report Design tab. The example above is sorted by "Qty Sold".
Start/End Date/Time - you can set the time period for the report if you do not want to set preset "Default Dates" in the Report Design tab.
Top N - you can set how many results you want to see in the report by filling in the Top N field. In the example above, only the top 100 products by Qty Sold will be shown in the report.
Fontsize - can be decreased to maximise how much information you can fit into the report. If your report has hashtags (###) in the report, it means it cannot fit the number in the width of the column. Adjusting the fontsize or increasing the width of the column can fix this.