The Report Selection screen

In the Report Selection screen, you find the five pre-defined report templates which you can use for immediate report generation and printing. You define your reporting task by clicking one of the four buttons at the bottom of the screen:

Click SELECT to generate and print the selected report type.

Click EDIT to modify an existing report or report type.

Click NEW to create a new report or report type.

Click DELETE to delete an existing report or report type.

Important Be extremely careful when deleting reports or report templates. Once deleted, a report or report template cannot be retrieved. This rule does not apply to the default set of reports that came with FedEx^® Ship Manager Software.

9.2.1.1 To generate a report from a template

X In the Report Name column of the Report Selection screen, select the required report type.

Y Click ^SELECT to generate and print the report, to save it to a file, or to view it on your screen.

9.2.1.2 To create a new report with pre-defined layout

X In the Report Selection screen, click ^NEW.

The title as it will displayed on the report.

• Layout Type

If you select ^{PREDEFINED LAYOUT}, you can set date, data and sort order criteria. If you select ^{USER DEFINED LAYOUT} you can also select the fields be included in the report you created yourself.

• Report based on

In this drop-down list, select ^{SHIPMENT OVERVIEW}, ^{DELIVERY REPORT}, ^{VISA REPORT}, ^COURIER

REPORT, ^{SHIPMENT HISTORY OVERVIEW}, or ^{SHIPMENTHISTORYDETAILEDRATEOVERVIEW}.

• Use Header?

To create a new report with pre-defined layout 79

• Multiple Lines for Subtotals and Grand Totals?

When you select fields for subtotals and/or grand totals, you can specify text to appear next to the figures. By selecting Multiple Lines for Subtotals and Grand Totals?, each subtotal or grand total appears on a separate line. This is useful when the text specified for totals is too long or you specify more then one subtotal or grand total.

• Display data criteria screen when report is used?

By selecting this option, the data criteria screen will be shown whenever you run the report, allowing you to change the data criteria every time you run the report.

• Display date criteria screen when report is used?

By selecting this option, the date criteria screen will be shown whenever you run the report, allowing you to change the date criterion every time you run the report.

• Report Destination

For every report, you can define a report destination. A report can either be sent to the Windows default printer or you can choose to display the Windows printer screen when the report is printed. This allows you to select a printer first.

• ^{Page Setup}

This option is only available if you have previously selected the Window default printer as the destination for the report. It allows you to specify the printing orientation for the report.

• # of Copies

Enter the number of copies to be printed.

• Print at End-of-day?

Select this option when you want to print the report automatically every time you transfer shipments to the FedEx system.

• This report is available to

Allows you to specify for whom the report is visible: all users, only yourself, or the users belonging to your group.

Z Click ^DATE CRITERIA.

Depending on the information available for a report, you can specify date criteria. When you create a report containing for example recipient information, the ^DATE CRITERIA option is not available because the recipient database does not contain any date-related information.

When you specify a shipment date or period of time, the report will include shipments processed only on this date or within this period of time.

[ Select one of the following options in the Date Criteria screen:

• ^DAILY

This concerns the shipments processed today.

• ^{WEEKLYUPTODATE}

Shipments processed from the first day of the week up to today’s date.

• ^{MONTHLYUPTODATE}

Shipments processed from the first day of the month up to today’s date.

• ^DESELECT

Disable date criteria.

80 To create a new report with user-defined layout

\ In the Date Criteria screen, enter the following details:

• Number of Days up to Date

Enter the number of days for shipments processed in a certain number of days up to today’s date.

• From Date/To Date

Shipments within a range of dates, enter the beginning and ending dates for the report.

] Click OK to return to the Report Definition screen.

^ Click ^{DATA CRITERIA}.

The Data Criteria and Sort Order screen is displayed.

The ^{SELECTED FIELDS} column lists the fields included in the report. Use this column to select the field you want to use for data criteria (fields vary for different reports). To enter data criteria, proceed as follows:

• In the ^{DATA CRITERIA} column, enter the data criteria for the appropriate field.

You can enter characters or digits, or you can build a logical condition using the logical operators on the right of the window. To use an operator, select the operator’s name, and then click ^ADD. The operator is then added into the selected ^{DATA CRITERIA} field.

• Enter a sort number (between 1 and 4) in the ^{Sort Order} field, and indicate the sort order (^ASC) or descending (^DESC).

_ Click ^OK to return to the Report Definition screen.

` In the Report Definition screen, click ^OK to complete creating a new report.

Important The data criteria and/or sort order remain in effect until you remove them.

9.2.1.3 To create a new report with user-defined layout

X In the Report Selection screen, click ^NEW.

The Report Definition screen is displayed.

Y Complete the required fields as above (see "To create a new report with pre-defined layout" on page 78), but select ^USER DEFINED LAYOUT.

The Report Definition screen now contains a ^LAYOUT button to define the layout of your new report.

To create a new report with user-defined layout 81 Z Click ^LAYOUT.

The Report Layout Definition screen is displayed.

It allows you to define the fields to be shown in the report, the order in which they are used, the type of header, etc.

[ Define the layout and contents of your report as follows:

• In the ^Sel (Select) column, select the fields you wish to include in the report.

• In the ^Seq (Sequence) column, enter a sequence number to determine the order from left to right (1=left-most), in which each field will be included in the report.

• Specify under ^Length how many characters to display for each field. Use the default or enter a smaller or larger number.

• Under ^Origin, indicate the origin of the field, making it easier to determine the contents of the field.

• Under Field Header on Report, enter the text label for each field as shown in the report.

Use the default value or change the header as you wish.

• Under ^Sort (Sort Fields), select up to four fields by which your report can be sorted. To select a sort field, enter a number (between 1 and 4) in the corresponding field under

Sort.

After you have selected a sort field, a small button appears next to the sort number.

Clicking it will bring up the Indication of Total screen in which you can determine the totals or percentages for this sort field.

82 To edit an existing report type

• In this screen, enter indications of totals.

After indications of totals have been entered in this screen, a red check flag will appear on the indication of totals button next to the sort field.

• On selecting the first sort field, a box appears in the ^FF (Form Feed) column.

• Click it to advance to a new page when printing a report.

• For numeric fields, select ^SUB (Subtotals) or ^GRD (Grand Totals).

Selecting the box will indicate that you want a subtotal/grand total to appear for this field.

• Repeat the above steps for each sort field, and complete entry for each sort field by clicking ^OK in the Indication of Total screen.

\ If you want to include only information that matches specific criteria in your report, in the Report Layout Definition screen click ^DATA CRITERIA.

] In the Data Criteria and Sort Order screen, enter the appropriate details as outlined in step 7 of the section "To create a new report with pre-defined layout" on page 78.

You can enter characters or digits, or you can build a logical condition using the logical operators on the right of the window. To use an operator, select the operator and click

ADD.

^ Click ^OK to return to the Report Layout Definition screen.

_ In the Report Layout Definition screen, click ^OK.

9.2.1.4 To edit an existing report type

X In the Report Name drop-down list of the Report Selection screen, select the required report type.

Y Click ^EDIT.

The contents and layout of the Report Definition screen depend on the type of report you selected. For editing an existing report (whose name and layout type cannot be

modified), the method is largely the same as for creating a new report. Therefore, see the above two paragraphs on creating a new report with pre-defined layout and creating a new report with a user-defined layout in "To create a new report with pre-defined layout" on page 78 and "To create a new report with user-defined layout" on page 80, respectively.

Z When finished with editing the report, click ^OK.

9.2.1.5 To delete a report or report type

X In the Report Selection screen, select the report you want to delete.

Y Select ^DELETE.

Be extremely careful as this action cannot be undone.

Z Click ^YES to confirm you want to delete the report.

The report is deleted.

More information 83

In document FedEx Ship Manager Software (Page 78-83)