Framework Sales Advice Management supports a number of reports that are printed through the reporting component. Reporting is used to extract specific information from Framework Sales Advice Management and to present it in a number of formats.

Framework Sales Advice Management reports use a standard format, making it easy to interpret the information that has been presented, either in the preview or the printed copy. Reporting is designed to produce reports at either high frequency and/or at regular intervals.

The Reports screen is used to access all Framework Sales Advice Management reports for previewing and printing.

The Reports screen contains two tabs:

Profiles Tab: Currently unavailable.
Reports Tab: Used to select the required report. Specific criteria may be entered for a selected report.

Report Criteria Dialog - Client Criteria Tab

The Client Criteria tab includes all selection options for client related criteria on a report. Client criteria options include salesperson, job status, region/division, client category, client quality selections, and the client created date.

Selected options to be included on a report are indicated by a tick.

Tip: Multiple criteria selections can be made. If no ticks are present, the entire database will be searched.

Report Criteria Dialog - Document Criteria Tab

The Document Criteria tab includes all selection options for document related criteria on a report. Document criteria options include house product, house class, house type, house facade, house promotion, sale type, VPB version, VPB area, and document dates and amounts.

Selected options to be included on a report are indicated by .

Tip: Multiple criteria selections can be made. If no ticks are present, the entire database will be searched.

Report Criteria Dialog - Group Tab

The Group tab is used to identify the way in which the printed report will be grouped. Groups are further sub-headings within a report (for example, a report may display grouped headings based on the Salesperson name or House Type).

Example: If House Type grouping is selected, the printed report will display all records by house type.

Report Criteria Dialog - Sort Tab

The Sort tab is used to identify the way in which the records on the printed report will be sorted within the report group.

Example: A user may wish to sort the report records based on an alphabetical ordering of the client name.

Report Criteria Dialog - Advanced Tab

The Advanced tab is used to modify the description of a selected report. This is useful to record details of the criteria or to give a title based on the report outcome required. When the OK button is clicked, any changes to the current report will only be applied to the current preview or print.

Example: If a standard leads management report is being run to determine all of the leads in Framework Sales Advice Management for a single salesperson, this can be reflected in the report by updating the Type, Title, and Description fields.

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