How do I find reports on what has been sold?
List items sold summarized by categories for any date range.
To refine any list, you can "right click" on the mouse for a menu of options. On a Mac, press "Control" and click.
After the Find, use one of the "Summarize By" buttons. This is an example of "General." Summaries by "Primary Category" and "Code" are more detailed.
Press continue (1) when you are done viewing the report. You can also print (2) or save as pdf (3).
This is the Help Window for commons finds.
Note that categories for items come from the Fees tab and you can change categories for an ITEM in here (the pull down value list will be updated automatically)
General categories start with the same first letter: E-exams, C-contacts, L-lenses (glasses), F-Frame. Keep the first letter and add more detail if you want more specific categories. In this example Em (medical exam) VF (fields)
If you want, you could go back and change categories for old STATS to make your reports more consistant for past months or years
Replace all found records:
To replace all (make sure you have a BACKUP because you cannot "un-do", or let us do it for you)
1. Find the list you want to work with/change.
2. Click on the field you want to change and make the change. Keep your cursor in the field.
3. Go to the very top menu RECORDS > "Replace Field Contents" this warning will help you make sure the correct set of records is being modified (you can use flags to help)
4. Click "Replace". Every record in your list will be replaced.