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Report Screen

The report generation interface is used uniformly throughout dsGST.

Report Screen

A report screen typically has...

Report Screen

Filter Area​

The Filter Area of the Report Screen is where you select the criteria for the report. It could be anything like...

  • Date Range

  • Account Group

  • Particular Text

  • Collection Group

    etc.

RS-Filters

In the filter area you activate a condition by ticking the checkbox next to it and entering or selecting the value to search for. Unticked conditions are ignored. Change the filters and press Generate again to refresh the report.

Linked Account Filters​

On account-based reports — Ledger, Account Summary, Outstanding (including FIFO and Multi Year Summary), Interest Calculation, FIFO Crossing, Account List, Party Limits and Sales Performance — the party filters are linked. Tick Account Group, Collection Group, Sub Group, RM Group or City, and the other drop-downs, including the party list itself, only offer values that match. For example, tick a City and the Collection Group list shows only the groups that have parties in that city.

Report Area​

The report area shows the data organized in columns and rows. When you print, the data is printed as it appears on screen — formats, colors and column widths.

Select rows in the report area and tick Only Selected Rows in the Print Dialog to print just those rows.

Action Area​

Action Area is where you see the buttons. Generate, Print and Close are on almost all Report Screens.

ButtonDescription
GenerateBuilds the report using the filters selected
AbortStops a report that is taking too long to generate
PrintOpens the Print Dialog to preview, print, e-mail or export the report
CloseCloses the report screen

Some report screens may have more than one action panel.

Report Screen

Some let you send e-mails or WhatsApp messages; others let you make data entries straight from the report.