HOW TO ENABLE REPORT FOR A USER?

Created by MARIA LOURDES FUERTE, Modified on Thu, 14 Aug at 5:32 PM by MARIA LOURDES FUERTE

A2000 ONLINE SUPPORT DEPARTMENT

KNOWLEDGE BASE

QUESTION: IN REPORTS & QUERIES, HOW TO ENABLE REPORTS LIKE SALES ANALYSIS – PRODUCT MODEL FOR A USER?

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ANSWER:

To enable a report that you need, we take example when USER ID=A21sup is unable to see the report ‘SALES ANALYSIS PRODUCT MODEL BRANDWISE’, how to enable?

Here are 2 simple steps:

Step 1 – Know the USER GROUP of the USER who needs the report, USER ID = A21Sup, check your user group under ‘USER MAINTENANCE’, [in the sample below A21Sup’s user group is A2kSYS].

Pre-requisites:
1 For purpose of this guide, term ‘USER’ refers to the user who will be granted access to report, as one of pre-requisites, USER id must be ‘active’ in status under user maintenance.
2 For purpose of this guide, term ‘ADMINISTRATOR’ of your team refers to the user who will grant access to the report, so as one of the pre-requisites- ADMINISTRATORS must be the first level to give USER the access they prefer, A21 SUPPORT is second level and must proceed with approval of ADMINISTRATORS of requesting party [base on service level agreement].
3 ADMINISTRATORS must have access to both USER MAINTENANCE and REPORT MAINTENANCE. All 3 pre-requisite must be met in order to proceed to step2.

Step 2 - REPORT MAINTENANCE
The ADMINISTRATOR must go to SYSTEM ADMIN
-click report maintenance
-select module MIS SALES
-find the report ’SALES ANALYSIS PRODUCT MODEL BRANDWISE’ and tag user group = A2kSys
-click check button to SAVE.
Then you can try the report preview.
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How to find report in REPORT MAINTENANCE?
In REPORT MAINTENANCE, the reports are arranged per MODULE
1 In LEDGER>GENERAL LEDGER>REPORTS QUERIES, reports list [master listing, GL transaction listing, GST report, Trial balance, General ledger, profit and loss, balance sheet, Account status, Cash flow report, Mfg cost schedule, Cash flow Statement].
2 CASH BANK BOOK>REPORTS & QUERIES, reports list [Bank balance forecast, bank realized listing, Bank Reconciliation [Foreign Currency], Bank reconciliation [Local Currency],Bank unrealized listing, Cash bank book Foreign Currency, Cash bank book Local Currency, Cash bank book local currency sort by check, Cheque deposit listing, Master Listing Currency rates, Payment voucher list and Receipt Voucher list]
3 RECIEVABLES>REPORTS & QUERIES, reports list [Masterlisting, AR Transaction listing, AR Service invoice Listing, Ar Open Item Listing, GST Output tax listing, Bank In slip, AR statement of account, AR Outstanding Statement, AR Aging Analysis, Customer, AR Receipt, AR paid invoice, Blacklisted customer, Aging Analysis, Receivables by project, Revaluation

4 PAYABLES>REPORTS & QUERIES, report list [Master Listing, Draft AP transaction Listing, AP Transaction Listing, Aging Analysis on Forex, AP Open Item Listing, GST Input Tax Listing, AP Statement of Account, AP Outstanding Statement, AP Aging analysis, Supplier, Supplier Payment Allocation Listing, Supplier Payment Allocation listing, Payables by project, Aging analysis, Revaluation, AP paid invoice listing.

5 SALES>REPORTS & QUERIES report list [Master Listing, Customer Price List, Sales Order Listing, Sales Orders History Card, Delivery Order Listing, Customer invoice Listing, Cash Invoice Listing, Customer Mailing labels, Free Text Invoice Listing, Customer Sales Summary, New Customer Sales by Salesperson, Sales Person wise by product group, Sales person wise by customer group, Picking Slip, Picking order, Service renewal Reminder, Sales Return Damaged Goods exceptional report, Sales report by stock breakdown date, Fulfillment report, Ecommerce invoices and receipts report, Sales order Pending product listing.
6 SALES>SALES ANALYSIS REPORTS report list [Sales Analysis by ABC, Sales Analysis Customer Category Wise, Sales Analysis Customer Group (6 Month Table), Sales Analysis Customer Group Wise, Sales Analysis Customer Group Wise Comparative Detailed, Sales Analysis Customer Group, Location, Invoices contact, Sales Analysis Customer location Wise, Sales analysis customer location wise detailed, Sales Analysis Customer non performance, Customer Performance by Salesperson 12 months, Sales Analysis Customer Product 12 month table, Sales Analysis Customer territory wise, Sales Analysis Customer Wise, Sales analysis Customer wise 12 month table, Sales Analysis customer wise by Product Detail landscape, Sales Analysis Customer wise by Current period, Sales Analysis Customer wise separate Sales return, Sales Analysis by Customer with Product, Sales Analysis by Customer Trn Product brand, Sales Analysis Customer/Product group wise.
7 PROCUREMENT>REPORTS & QUERIES report list [Master Listing, Purchase Requisition Listing, Purchase Order Listing, Purchase GRN Listing, Supplier Invoice Listing, Job Costing Listing, Purchase Order Tracking, Purchase Accrual Reconciliation]
8 PROCUREMENT>PURCHASE ANALYSIS REPORTS report list [Purchase Analysis Buyer Wise, Purchase Analysis Product Brand Wise, Purchase Analysis Product Group Wise, Purchase Analysis Product Group wise 12 months, Purchase Analysis Product wise, Purchase Analysis Supplier by Currency 12 months, Purchase Analysis Supplier by Group 12 months, Purchase Analysis Supplier group wise, Purchase Analysis Supplier wise]

9 STOCK>REPORTS & QUERIES report list [Master Listing, Stock Transaction Listing, Stock Status, Stock Count Worksheet, Stock Card, Stock Valuation, Stock Ledger, Stock Movement, Stock Counting Worksheet, Product Compatibility Matrix, Stock Aging, Material issue, Stock Re order, Inventory Turnover, Product Bundle lists, Stock ordering, Bill of Material, Consignment Listing]
10 FIXED ASSETS>REPORTS & QUERIES report list [Fixed assets As on date, Fixed assets First, Fixed Asset Useful and Remaining lives, Fixed Asset Control Card, Fixed Asset Custody, Fixed asset Depreciation, Fixed Asset Listing, Fixed Asset Listing Scanned, Fixed Asset Listing UnScanned, Fixed Assets Listing Disposals, Fixed Asset Listing Disposals Summary, Fixed Asset Summary.
11 SYSTEM MANAGER>REPORTS & QUERIES report list [Employee list, User Listing, Transaction wise Audit Trail, User wise Audit trail, Date wise Audit Trail, Transaction type list]

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