Reporting

In addition to the active lists, protel Air offers a wide range of reports which provide you with information which you need to be able to make well-founded decisions for your business.

Introduction

Access

Click on Reporting located in the "Office" menu in order to receive an overview of all of the available reports. In the tree-view to the left, there are various topical files which enable the reports to be sorted based on their contents.

To see the reports contained in a folder, simply click on the symbol in front of the respective folder.

In order to provide a description for a report as well as setting various entry fields to help you with evaluation times or assist you with evaluating important parameters, click on a report using the left mouse button. In the "invoice summary" report, you can decide whether to list open as well as closed invoices.

Quick access

By means of the quick access bar, you can search for an explicit report. Simply enter the name of the report in the upper left part of the window and protel Air will provide you with the respetive results:

Format

In the lower left part of the window, you can select the output format:

Send as email

If you would like to send a report via email, simply select the “Send by mail” check box below.

Has a registered user’s email address been saved in the system data, protel Air automatically enters the user’s email address. You can also manually enter one or more email addresses. Numerous email addresses must be separated by a comma.

After clicking on [Print], the report will be sent in the selected format to the address provided.

Dropdown lists

Many reports contain drop-down lists within which you can make a certain selection.

Example:

If only some of the elements are to be considered, unselect the "All" checkbox and choose the desired element from the dropdown list.

Print

1. Select the desired report as explained above, select the evaluation time, and additional report specific criteria, if need be.

2. Then, click on [Print] located in the lower right part of the window.

The report is generated using the selected format.

Creating a report in Excel format

When wanting to internally process the numbers, you can also generate the report in Excel format (XLSX). Contact the XLSX export format located in the lower left part of the window.

Executing report as a back-ground task

If you do not want to wait until the report has been generated, you can move this procedure into the background.

1. As described above, generate the report by means of the [Print] button.

2. The following message window appears:
   

3. Select the [execute in background] in the lower right corner of the window. The task will then be moved to the background.

4. As soon as the report has been generated, a note will appear:
   

5. In addition, a figure appears in the upper right of the title bar:
   

6. The figure indicates how many generated reports are available for viewing or saving. Click on the figure to download the reports. To download a report, click on the download symbol located next to the report.
   

7. After having downloaded the reports, they can be deleted from the list by means of [X].

The appearance and saving of the reports will then proceed as usual.

Report groups

Each report is assigned to a specific report group. The groups are displayed in alphabetical order - see the following figure: