ProdSys allows for efficient report generation, offering both standard and customizable reports to meet your organization’s unique needs. Reports provide valuable insights into various business processes, including sales, inventory, finances, and employee performance. Here’s how to generate both standard and custom reports using the web interface:
1. Setting up email and report for different order types and other modules
ProdSys includes several predefined reports with email configuration that is connected to different modules in the system. The reports are multi languages. To make this available Email template and Header must be setup with wanted languages.
Log in to the ProdSys interface.
Navigate to the Reports module from the side menu.
https://app.prodsys.com/#/settings/reports
This list contains the different email templates with attached report
This is connected to the different modules like Order, Offer, Invoice etc
And other modules like Article, Order line etcAdd new report: Press action menu "three dots" select New
Edit report : Press action menu "three dots" select Edit
Delete report : Press action menu "three dots" select Delete
Menu edit report:
Report menu name: Name that appears in the report menu
File name: Name of the file attached to the email
Email templates: The design of the email heading and text
Report layout: Select from available pre designed reports layouts
Top-bottom text: Add additional top and bottom text to appear in the report
Order categories: Order types included for this report
Report headers: Report header name
Code symbol: Insert Code for returning values from system
Email template:
In the email template you can set the language, create predefined subject and text
The text is in HTML format and can be formatted with the text toolbar.
Insert graphic is done from the Image icon and should be linked images from the web.
Right click and image on the web and copy the image path and insert it into the Image dialog.
Using the Report Design Function in ProdSys
Introduction
The Report Design function in ProdSys allows users to customize how report details are displayed. This feature provides full flexibility to tailor the format, structure, and content of reports to better fit specific business needs.
Accessing the Report Design Feature
Navigate to Settings > Reports.
Select the desired report from the list.
Click on the Report Layout section.
Choose a layout and click on the Edit button (pencil icon) to modify it.
Customizing Report Layout
Adding or Removing Columns
Click on the + (Add) button to insert a new column.
Define the column name and adjust the settings.
Click the Delete (trash bin icon) next to a column to remove it.
Adjusting Column Width
Each column’s width is adjustable to fit the desired layout.
Ensure that the total width adds up to 100%.
Setting Text Alignment
Select whether the text should be aligned left, right, or center.
Reordering Columns
Modify the index numbers to rearrange column positions.
Enabling Additional Features
Images & Specs: Check the boxes to include images and additional specifications in the report.
Standard Layout: Set a design as the default format.
Saving the Changes
Once satisfied with the layout, click Save.
The new report format will be applied to future generated reports.
Benefits of Custom Report Design
✔ Increases readability by structuring information efficiently.
✔ Improves report accuracy by displaying relevant details.
✔ Saves time by eliminating unnecessary data.
✔ Ensures consistency across all reports in the system.
By following these steps, users can create a report layout that best suits their operational requirements in ProdSys.