Purchase Order Summary By Assignee Report

This help file applies to an out-of-date version of MainBoss.
The most recent version of MainBoss is MainBoss 4.2.2.
For the latest version of this help file can be found here.

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The Purchase Order Summary By Assignee report is divided into sections, one for each of the people who can serve as a purchase order assignee. Each section provides a quick summary of the purchase orders assigned to that person. By default, the report has a line for each purchase order, showing the most important information about the purchase orders. Options in the Advanced section let you add more information to the report.

To print a Purchase Order Summary By Assignee report, use Purchase Orders | Reports | Purchase Order Summary By Assignee. This opens a window that contains the following:

Grouping section: Options controlling how the report is broken into sections and sub-sections.

Sorting section: Options controlling how records are sorted within each section and sub-section.

For more on how to use Grouping and Sorting, see Report Sections.

Filters section: Options controlling what kind of purchase orders will be included in the report. For more information, see Report Filters.

Include Inactive records: If this checkbox is checkmarked, all relevant records will be included in the report, no matter how old they are. If this checkbox is blank, only active records will be included; this means that old "inactive" records will be ignored.

For more about the active filter, see The Active Filter.

Field Selection section: Options controlling which information fields will be included in the report.

Suppress Costs: Omits any money information that might otherwise be displayed in the report.

Advanced section: Miscellaneous options.

Format Report in Columns: If this checkbox is checkmarked, the report will have information formatted in columns; this has the advantage of compressing a lot of information into a small amount of space, but may be difficult to read, especially if you ask for many pieces of information to be displayed. If the checkbox is blank, information will be laid out in a less rigid format.

Summary Format: If this checkbox is checkmarked, the report is essentially a summary of the summary. You don't see information on individual purchase orders; instead, you get a summary of all purchase orders in a particular group, as dictated by the options specified in the Grouping section. For example, if you are grouping by Vendor, you will get a summary for each vendor.

Report width in pages: Makes it possible to have lines that are wider than a single page. This is particularly useful when you are previewing reports on a monitor screen. For further information, see Report Sections.

Title: The title to be printed at the beginning of the report.

Main Font: The font that will be used for most of the characters in the report. This should be a font that is supported by both your Windows system and your printer.

Fixed-width Font: The font that will be used for information that is printed with fixed-width characters (mostly unit specifications). This should be a font that is supported by both your Windows system and your printer.

Preview section: Displays a visual preview of the report. If you click the Preview button, you automatically go to this section.

The Preview section contains buttons for looking through the report preview and for actually printing the information. For more on using the Preview section, see Report Buttons.

Preview: Clicking this button generates a preview of the report, displayed in the Preview section of the window.

Print: Immediately prints the report.

Export Data: Exports the report's data in XML format.

Cancel: Cancels the preparation and printing of a report. This button is enabled only when MainBoss is preparing a report, i.e. gathering the data and formatting it. For more information, see Report Buttons.

Close: Closes the window.

For more on purchase orders, see Purchase Orders. For more on purchase order assignees, see Purchase Order Assignees. For more on reports in general, see Reports.

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