Reports FAQs
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1.    Do I need to run all reports before the period end or will I be able to run them for a previous period once the period end has been done?
2.   Can I reprint a report I have already generated?
3.   Can I change the colours on reports?
4.   My customer has requested a report of all the products they have purchased from us in a date range, how do I produce this report without showing them our cost of sales and profit figures?
5.   I cannot find a report on the system that gives the exact data I need, can I add reports?
6.   I have ran an export to excel but the file has not opened automatically, how do I find and open it?

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Q1:     Do I need to run all reports before the period end or will I be able to run them for a previous period once the period end has been done?  
A:        Certain reports such as the Debtors Report, Creditors Report and Stock Valuation Report show the situation at a certain point in time so must be run at the end of the month before the period end is done. Others such as Customer Sales Analysis allow you to select on a particular period or date range so can be run at a later date.  Some of these, e.g. the Trial Balance Report,  will be required as part of your month end reporting so should be run anyway even if there is an option to re-produce them for an earlier period. 
            Related topic: Period End Routines
            
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Q2:     Can I reprint a report I have already generated?
A:        Yes, when you generate forms or reports in Power-Gx, the system automatically creates an Intelliview file of the output.  These file names have the .ivwr suffix and are saved on your C drive and can be accessed to view and reprint the print job.   
Related topic: Reprinting Print Files

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Q3:     Can I change the colours on reports?
A:        If you wish the reports to reflect your corporate colours, please contact Calidore to discuss. 

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Q4:     My customer has requested a report of all the products they have purchased from us in a date range, how do I produce this report without showing them our cost of sales and profit figures? 
A:        Customer Sales Analysis on the Gx SOP\Reports Menu can be run per account, displaying product or product group sales totals for any date range, make sure you untick the "Include Cost of Sales" check-box.
            Related topic: Customer Sales Analysis Report

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Q5:     I cannot find a report on the system that gives the exact data I need, can I add reports? 
A:        If you have tried the standard reports on the system, bearing in mind reports such as Customer Sales Analysis can be run in many different ways to produce a variety of output options, you could contact Caliore who can advise if any of the existing reports can provide the date you require.  If a bespoke report is required, you can add this to the system using the Adhoc Reports program. 
            Related topic: Create A Report

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Q6:     I have ran an export to excel but the file has not opened automatically, how do I find and open it?
A:         For Power Gx on the Cloud you will receive further instructions regarding copying the file to your desktop.  For other Power Gx versions if the file does not open automatically, you should go into "My Computer" on your desktop or Windows Start menu and navigate to the following location: C:\Calidore\Reports\xxx\OP, find your filename and open it.  xxx = the part of the system you were in to generate the report or form e.g. CRM, Sales, Purchase, Nominal, Stock or SOP. 

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