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That's
smart.
That's
Charting Pro.
To run the lease revenue report, open the Reports window by clicking on the Reports button. Then go to Financial - Lease Revenue and double click on the Standard Layout. For this report to run, you must identify the posting start dates you wish to include in the report. The output will identify all contracts assigned to each face during this period, along with the amount it was sold for. Click here to see an example of
the Lease Revenue Report.
Charting Pro's reports have built in header/footer information - the logo, the report title, the date and the time the report was printed. The finder, on the other hand provides a title if the finder has been saved. The finder allows you to customize the display of the columns and sorting as you need it and will print only those fields you choose. The layout is like a spreadsheet. It can be exported in text to format and open in Excel, if you like. The report will print what it has been programmed to print. Unless the report is customized it will print the same information each time. Both reports and finders can be printed on paper or to PDF. Therefore, which is better? Personal preference, corporate and client
needs will dictate the choice.
Each report is divided into groups of data. Each of these groups can be ordered. The example below shows how to use the Order Screen of a Location List Report. To sort a specific group of items in the report, highlight the group name (for example, Subcontract Posting Schedules) in the Groups box. The current order for this group in the report is displayed in the "Order the selected group by" box. On this Location List Report example, if there is more than one Posting Schedule to the Subcontract, the Posting Schedule will be ordered first by Area then by Site at, then by the Start Date, then by the End Date. In the above example, to change the order the Posting Schedules are displayed for each Subcontract, go to the "Order the selected group by" box and click the New button to add a column to sort by, or highlight the field you do not want to sort by and click the Delete button. If you want to move the fields around, highlight the one you want in a different order and use the arrow keys to move it up or down the list of sorting criteria. If you want any fields ordered in descending order, highlight the field and double-click it under the Descending column. A "Yes" will be displayed in the Descending column if you have chosen to order that field in descending order. To change a descending order to ascending, double-click the field in the Descending column so that the "Yes" is no longer there. When you are done ordering your report, click the OK button.
Editing reports can be tricky; feel free to call our Product Support team for assistance if you are having difficulty changing a report. What you are attempting to do may require MISA's expertise to make the changes for you. To customize a report, highlight it in the reports window and click on the Duplicate button. Charting Pro will ask you for the name that you want to call this report. Once you have entered it, you will see the template for the report. If there is information you wish to remove, click on it and hit the Delete Key on your keyboard. Don't forget to delete the title as well as the item you wish to remove. If you wish to add information, there is a list of fields that can be added to the report by dragging the name onto the report. Don't worry about losing or ruining the original report; Charting Pro does not delete or modify the original. Once you have finished, save the report and close the Report Editor.
Your new report will appear on the list and you can run it at any time!
Charting Pro is home to hundreds of useful reports. At last count, there were over 400 reports that had been created to date. Not only does Charting Pro come with a variety of standard reports, but the staff at MISA are happy to assist you in creating your own custom reports too! Take a look below at just a few of the system reports available at your fingertips: Location List - shows the list of scheduled faces for the given
time.
Invoices - allows you to print invoices. For more information on any of our reports or to see samples, please
contact Tanya Phillips
1.800.685.6472 x229.
Kegerreis Outdoor
Chooses MISA as its Partner in Success With 700 displays across fourteen counties and three states, Kegerreis Outdoor turned to MISA to help manage its growth. Working with all departments, MISA has installed and trained on the following modules to help meet the needs of every department:
Held annually since the early 90's, MISA's UGM brings together Charting Pro users for 3 days of informative workshops and discussions. Users have the opportunity to take part in constructive brainstorming sessions and seminars. At the end of the show, attendees return to their companies with new ideas, tips, and tools to make them more efficient and effective.
For more information visit Best Software online @ www.bestsoftware.com, or call MISA at 1.800.685.6472 ext.229.
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