Viewing Reports

Use the Report Queue to view and select reports either that you have run or that another user has run and sent to you. If authorized, you can also print, fax, or email the reports in Hold Entry.

To view reports on the Spooler Control screen:

  1. From the System > Printers menu, select Your Hold Entries or All Hold Entries to access the Report Queue.

Field

Description

Folder / Orig ID

The name of the folder that contains the report. By default, the system creates a Primary folder and all reports filter into this folder until you create new ones.

To move the report to another folder, type that folder's name over the displayed folder name.

To create a new folder, from the Folder menu select Edit Folders, type in the new name, and click OK.

If you select All Hold Entries, this field displays as Orig ID. This is the ID of the user who ran the report.

Report Title

The name of the report, which the system may or may not assign. You cannot edit the report title from this view.

Complete Date

The date that you sent the report to the report queue.

The system also displays the number of the report that the cursor is on and the total number of reports in the list at the bottom of the window.

To sort by complete date, click the column header. The arrow indicates if the column is sorted by ascending or descending dates. The number indicates if it sorted by that column first or second.

If you select All Hold Entries, the system also displays the number of the report that the cursor is on and the total number of reports in the list at the bottom of the window.

Complete Time

The time in your time zone that you sent the report to the report queue.

Purge Date

The date in your time zone that the report is scheduled to be purged.

Unread

New in Release 9.0

A red dot displays if the report has not been read.

The indicator on the User Menu in Solar shows how many unread reports you have. For example, in this image the user has 101 unread reports.

Use the Report menu to mark one or all reports as read or unread, depending on your requirements.

  1. Select a report.

  2. To change the selection parameters for the reports you are viewing, use the Selection > Selection Criteria option to display the Hold Entry Selection Criteria window.

  3. If you are running Classic Solar, you can use the Closedfont buttons to  customize how you want the your report content to display. You can control the font size for the display to help you get all your data in the viewable area, if needed, for better review of content. You can also use the Ctrl key in conjunction with your mouse to manipulate the view.

  4. Use the Tools menu options, as needed:

Option

Description

Tools > Upload

Uploads a .csv file from your computer to the hold file. For more information, seeProcessing Uploaded Data.

Tools > Download

Downloads the report to your local computer or network drive. For more information, see Downloading Reports.

Tools > Process

Processes uploaded data, such as new product prices or new inventory lists, to update files. The system provides standard processing types. ClosedClick here to view a list of these types.

  • Auto Product Price Updating

  • Trade Service Diskette Import

  • Standard Inventory Upload

  • Standard Price Upload

  • ASA User Defined Upload

  • G/

  • G/

  • Contact Update

  • File Import

  • Auto Check Reconciliation

  • Customer Update

  • User Defined Matrix Upload

  • Customer Part # Import

Note: For detailed information about how to complete a specific upload process, see the system help for that subject area. For example, to learn how to complete a User-Defined (pricing) Matrix Upload, see the Pricing section.

Tools > Delete by Date

Displays a date prompt for you to enter a date for the system to delete all reports older than that date in the displayed folder.

Note: You can only delete your copy of a report. The last user to delete a report also deletes it from the system.

  1. Use the Report menu options as needed.

Option

Description

Report > View

Displays the report on the Hold Entry Pre-View window in the standard text viewer.

Report > View Using

Displays the report with Report Data Analyzer or Report Viewer.

Report > Print

Displays the Print Options window.

Report > Forward

Displays the report forward list to send the report to another user.

Report > Delete

Deletes the report on which the cursor is positioned. The system prompts you to confirm the deletion.

Report > Purge Date

Allows you to change the purge date assigned to the report.

Report > Purge All Date

Sets a new purge date for all the reports in the displayed folder.

Mark Report As Read

Mark the currently selected report as read.

Mark Report As Unread

Mark the currently selected report as unread.

Mark All Reports Read

Mark the all the reports in your queue as read.

Mark All Reports Unread

Mark the all the reports in your queue as unread.

  1. Exit the window.

See Also:

Working with Reports

Printing Reports from Hold Entry

Hold Entry Details