The worksheet reports tab provides access to the worksheet document reports for delivery sheets, purchase orders, and receipts. It also offers options to email, download, or print the report, as well as search within the report.
Accessing Additional Information
Double-Click
To access the worksheet report
- Go to the worksheets scoreboard.
- Locate the document and double-click to open it.
- Select "Reports" from the left menu.
(SEE VIDEO BELOW)
Worksheet Report Header
Report Header
The worksheet report header expanded displayed information including:
- Department Name
- Status
- Document Number
- Send to Email
- Report View
- Expand(+)/Collapse(-)
- Required Date
- Supplier
- Receiving Area
- Internal Reference #
- Notes
Send to Email
The ‘Send to Email’ feature gives users the ability to send the report via email.
Report View
Users can select the report they want to view from the report dropdown.
Purchase Order Worksheets will have the ability to view
- Delivery Sheet
- Purchase Order Report
- Receipt Report
Stock Request Worksheets will have the ability to view
- Inventory Document
Worksheet Report Features
Search
Each report includes a search feature that enables users to locate specific information, with all search results highlighted within the report.
Download
The download feature enables users to save the report as a PDF.
The print features allows users to print the report.
