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Reporting
and Customisation
Because
we understand that each business is different, we've added some powerful
customisation features into PowerLink.
With
the Reports Designer you can create your own Attaché and PowerLink reports or change the
standard reports provided. The Report Wizard allows anyone to create
reports.
The
Solution Builder allows you to create your own forms, with your own
fields. From simple forms for entering extra information about
customers, products, jobs etc to powerful applications with e-mail and
internet capability.
There
are also plenty of other customisation features which are designed to make
PowerLink work even better in your business.
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Reports
Designer features
include: |
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Design
your own reports using virtually any data source including Attaché
ODBC tables, PowerLink tables, ODBC tables, MS Access databases and
more.
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Report
data is selected by creating SQL queries. You can have nested
SQL queries in reports allowing for very complex reporting.
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Sort
and group data up to five levels. For example, sort a report by
Sales Rep, Customer, Product and so on. Sub-total available at
each level.
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Add
parameters to your reports. These can include drop down lists,
check boxes and text boxes to give reports a professional look.
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Print
reports to screen, printer or disk file.
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Create
Attaché KFI file reports. Files are automatically numbered and
archived after import.
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Automatically
create reports using the Reports Wizard. The wizard generates
SQL automatically so you do not need to know SQL.
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Link
external Crystal Reports and run directly from PowerLink. The
Crystal Run-time is included in PowerLink so you do not have to have
Crystal installed to run a report.
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Solution
Builder features
include: |
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Design
your own forms. You can design forms for maintaining and
entering data, performing enquiries, or to create other
applications.
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Add
controls to your forms including text boxes, look-up boxes, frames,
check boxes and more.
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Add
your own HTML help to your forms. Users press F1 to see how to
use forms which you have created.
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Forms
can have sub-forms to allow transaction entry and enquiry screens.
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Program
your forms to respond to events such as button and function key
presses, data changed in a control, deleting data and more.
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Send
and receive files across the internet using the built in FTP commands.
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Send
and receive e-mails using the built in MAIL command.
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Automate
tasks using the Form Timer event. For example, check for new
orders in Attaché and send an email to the sales manager if the
margin is too low.
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Update
PowerLink and Attaché data files directly using the built in data
objects. For example, you can add new customers in Attaché, or
jobs in PowerLink using your own customised data entry forms.
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Create
your own custom tables to store data.
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Create
action queries to delete, update and append records in custom tables.
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Other
customisation features
include: |
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Menu
level security. Each user can be given access or denied access
for each program.
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Customise
menu's for each user. Provide your own menu descriptions for
more familiarity and ease of use.
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Customise
on-line help screens to include specific company procedures, diagrams
or other information
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Link
to external data sources (Excel, Access or ODBC). Eg. Add a
lookup field on customer screen which shows information not held in
PowerLink.
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Export
reports directly to MS Word or MS Excel for further manipulation (eg.
insert into company reports), or to send via email.
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Sophisticated
data integrity and validation tools
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Advanced
searching capability. For example, search for a product with a
phrase contained in description, or based on supplier etc
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| Copyright 2008 YearOne Software Pty Ltd. All rights reserved. |
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