Reporting

Using eSMS ››
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The reporting menu items change based on you role in eSMS.   Some reports are not available to dealers since they only have access to their sales and inventory information.



By clicking on the All menu item (shown by the red arrow) the screen will update and show the following:



The reports have the following features:

  1. Report Folder - Contains other reports, may summarize the reports it contains
  2. Report Item - Individual report
  3. Export button - Exports the currently selected report
  4. Print button - Prints the currently selected report


All reports can be exported by clicking on the export button and the selecting the format that you would like to export to.


Some reports will lose their formatting when exported to certain formats.  A rule of thumb to use, if the report looks like a spreadsheet, use the Excel format otherwise use the PDF format.