AvailSuite - Service Management Software
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This page is the part of the AvailSuite online help.

AvailSuite is a software solution for managing a small or medium service business. It covers all critical activities of small companies, like customer and work order management, invoices and account receivables, employee scheduling, and task management.

Working with the Report Designer

Order, Invoice, Task, and Purchase Order printing layouts in AvailSuite can be modified by users. For these pursposes, AvailSuite provides the following abilities:

How to edit a report by the Report Designer?

Important Note: We suppose that users working with the Report Designer have an experience for designing reports somewhere else, for example, in Microsoft Access. If you do not have such experience but would like to customize your reports, you can find a specialist nearby you or ask us (sales@availsuite.com) to design reports for you in accordance with your layout requirements.

Here is a brief instruction for editing a report using the Report Designer.

  1. Open the System Options form.
    1. Click System Options in the Maintenance menu on the main form.
    2. AvailSuite will open the System Options form.
    3. Open the Reports Layout tab on the form displayed.
  2. Choose the report you want to edit.
    1. Choose the type of the report you want to edit: Order, Invoice, Task, or Purchase Order.
    2. Click the corresponding Edit button.
    3. The Report Designer form appears.
  3. Edit the report using tools provided by the Report Designer (See the note above!)
  4. Save Changes.
    1. Click Save in the File menu of the Report Designer form.
    2. AvailSuite will display you a message that the System Options need to be saved.
    3. Close the Report Designer form.
    4. AvailSuite will close the form and move you to the System Options form.
    5. Note that the Custom option is selected for the report of the type you worked on.
    6. Click the OK on the System Options form.

How to return back to the original layout?

If a custom layout you made goes wrong, you can back your printings to the original layout by choosing a standard layout for the report type on the System Options form.

If you want to re-start with creating a custom report from a standard layout, use Restore from Standard ... buttons on a toolbar on the Report Designer form.

How to save a report layout into a file?

You can save a custom layout for a report into a file. To do so, use the Save Copy As item in the File menu of the Report Designer form.

How to load a report layout from a file?

You can also load a custom layout from a file. For this purpose, use the Load item in the File menu of the Report Designer form.