Author: Paul Henriques in: Quick Tips

Generating Reports in OnRamp

September 29, 2016

One of OnRamps core features is to enable users to generate reports. There is a huge selection of reporting options depending on which specific data you require.

Each report screen will have its own unique set of criteria and filters but there is basic functionality that is common to all report screens.

To recognize a report screen in OnRamps main navigation tree there are 3 key elements to look for.  The first is the screen code, it will always start with the letter “R”, for example: [R3053]. The second is the icon, a report screen will always have a PDF icon in the navigation tree. Lastly, there is the name of the actual report.

Generating Reports in OnRamp

Each report screen will have a variety of criteria and filters that will enable you to select the data you want to refine the report to your needs.

When you open any report the instruction screen will appear. Most, but not all report screens will have criteria and filter options that can be selected from drop down menus. To open the criteria or filters tab, click the buttons at the bottom of the screen. Some reports just require you to click the “Generate” button to create the report.

Once you’re happy with your selected criteria and filters, click the generate button.

When a new Report has been generated, the status bar will turn yellow. This indicates that the Report was regenerated, but has not yet been saved. The time at which the Report was regenerated will also appear. The Save button will be accessible, allowing you the option to save the refreshed Report.

You can also print or save the newly generated PDF report from the PDF controls when you mouse over the report.

We hope you found this tutorial useful.

Author

  • Paul Henriques

    Paul Henriques is the current Manager for the Documentation and Training team at OnRamp Solutions Inc. Paul has over 15 years of experience in writing training material and documentation for various software companies. Having had to learn OnRamp ERP to better document it’s features and write training material; Paul is constantly stunned by the amount of thought that goes into each feature and the capabilities that are within the program, with features for all the various business units of a manufactory. Paul spends most of his free time keeping up to date on all the latest news and best practices for the manufacturing sector. Paul’s favorite manufacturing quote: “There is one rule for the industrialist and that is: Make the best quality of goods possible at the lowest cost possible, paying the highest wages possible.” – Henry Ford

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