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Generate a Production Report

Use the Batch Reports tab to configure and generate a production report.

To generate a production report

  1. In the Latitude Statistics Console window, from the View menu, click Production Report. The production report options appear.

Latitude Statistics Console window - Production Reports

  1. In the Selection pane, click a report.

  2. Specify the report parameters.

Report Subtitle: Optional subtitle for the report.

Select section

All items: The report includes all promises, PDC payments, or credit card payments in Latitude.

Items entered on: The report only includes promises, PDC payments, or credit card payments added on the specified date.

Items entered since: The report only includes promises, PDC payments, or credit card payments added after the specified date.

Items entered between: The report only includes promises, PDC payments, or credit card payments added between the specified dates.

That are due between: The report only includes promises, PDC payments, or credit card payments due between the specified dates.

For Desks in Branch: The report only includes the specified branches.

Grouping section

Group by Desk: If selected, Statistics Console groups the promises, PDC payments, or credit card payments by desk.

Group by Customer: If selected, Statistics Console groups the promises, PDC payments, or credit card payments by customer.

Order By section

Account ID: If selected, Statistics Console sorts the report by account ID.

Amount: If selected, Statistics Console sorts the report by promise, PDC payment, or credit card payment amount.

Descending order: If selected, Statistics Console sorts the report in descending order. If cleared, Statistics Console sorts the report in ascending order.

  1. Click View Report. The Latitude Report Viewer window appears.

Latitude Report Viewer window - production report

  1. To print the report, in the toolbar, click the Print icon. The Print dialog box appears.

  2. Modify the settings as necessary and then click Print.

Note: For more information about using the Latitude Report Viewer window, see Latitude Report Viewer.

Related Topics

Production Reports

Latitude Report Viewer