This refers to a document that has information in an organized  ServQuick offer nextgen experience in viewing your data.

In Servquick, there are Reports available for Sales, Transactions Inventory, Purchase and others. In ServQuick reports, we offer nextgen experience in viewing your data

Report can be viewed in different ways like exporting, emailing, scheduling, creating a pivot and printing the report

Filter - Choose the date range for the report, the location to view the data

Settings - Displays the column names. These can be enabled on disabled as required and also exported. The Sorting of the columns in the Ascending / Descending order also can be done

Export - The report can be exported into local drive in four different formats like csv, pdf, xls and ods

Email - The report can be mailed to the registered id with details in the message

Schedule - Reports can be scheduled at a interval and will be notified accordingly through mail

Pivot Table - Helps to rearrange the rows and columns as per requirement to view the data

Print - The report can be Printed and the preview can be seen for any changes made by choosing Save and Preview before printing

The reports in Servquick can be generated in four different formats like csv, pdf, xls and ods

• Go to Reports

• Choose the required report and filter on the date and location

• The report will be displayed

• Choose the Export as type from the types as below

• The report will be downloaded and can be viewed

Exporting a report

A report can be exported in four formats - CVS, PDF, XLS and ODS

Load the details of the desired report extract the data

Email a Report

A report can be emailed to the registered mail id in the any of the four formats as PDF, CSV, XLS and ODS

Go to Reports->Choose the desired report - Click on Mail icon to email the report

Enter the email details and choose the format of the report and click on send to send the report

Report Description

The details about the report can be viewed by clicking on the name of the report. To view the description Go to Reports->Choose the required report ->Click on it to view the description as below

Schedule a Report

A particular report can be chosen and scheduled to be viewed later.

Schedule a Report

Go to Reports->Choose the desired report

Click on Settings and choose the columns required in the report by enabling or disabling the columns and click on Save

To create the schedule

Note: Report schedules can be done for 3 reports at a time, Additional report will be addon

Click the clock like icon and choose Create a new schedule

• Enter the mail address to which the report will be sent

• The report can be mailed in PDF, CSV, XLS and ODS formats

• The report can be scheduled in four ways - Daily, Monthly, Weekly and at Intervals

• The time for receiving the report can also be set

• Report expiration - This can be set as to when the report schedule can be active. No expiration means the schedule will be active forever

• Enter all the details and Save

Once the schedule it set, it will appear as below and the report will be received in the email as per the scheduled settings. If the schedule has to be deleted, click on the delete icon and there will be be a message asking if the schedule has to be deleted. Click on yes and delete the schedule and create a new one if required

Pivot screen in report

Pivot tables are used to summarize and sort data in a spreadsheet to get the required information. Servquick allows to get the information in a pivot table as below

• Go to Reports

• Choose the required report and filter on the date and location

• Choose Pivot screen and create a new pivot

Choose the fields and that has to appear in the Row, Column and Data fields from the list and click on Run to view the report

The report will be displayed as per the chosen set of fields in the row and columns

The Pivot data report can be exported in excel format as below. Click on Export and view the data in excel format

Email Reports

The reports can be email to the registered mail id

Go to Reports. Choose the desired report.

• Enter the email id to which the report should be mailed

• Choose the format of the report - PDF, CSV, XLS, ODS

• Click on Send to send the report

Printing Reports

Reports can be printed from servquick once the printer is configured. To print the reports

• Go to Reports

• Select the report and choose the date and location

• The data will be displayed

• Choose the columns that is to be displayed / printed from the report settings

• Click on the print review to see the preview of report in Smart reports

Smart report

The preview will be displayed. Check this and print the report