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MRSweb - Lesson 9.6 - Journal Reports

11/12/2019

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Lesson 9

Chapter 6 - Journal Reports


Journal Reports are available in MRSweb.  You can run the reports from a selected Journal or from a filtered list of journals to send to a manufacturer.

Here's how to open a selected journal report:
​Option 1:
This option is the same in both the Desktop and Mobile version.
​
1. Click or tap on "Journals"

2. Select your view style

3. Select the journal by clicking on the circle on the left (in the example, we selected "Call to Audrey Grant...")

4. Click on the 3 dots on the top right of the Menu bar to open the slidebar menu

5. Click on "Report" near the bottom of the options (you may have to scroll down to find Report)

6. Click on the format in which to run the report (in our example we selected "PDF Document")
​
​
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​Option 2A:
This option is for the Desktop version 

1- 3. Repeat steps 1 - 3 as shown in Option 1

4. Click on the Journal to open the Review Journals form

5. Click on the 3 dots in the Menu bar (see screenshot to the right)

6 - 7. Repeat steps 5 - 6 as shown in Option 1

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Option 2B:
This option is for the Mobile version.

1- 3. Repeat steps 1 - 3 as shown in Option 1

4. Tap on the Journal to open the Journal record (see screenshot to the near right)

5. Tap on the 3 dots on the right of the Menu bar to open the slidebar menu

6. Tap on "Report" near the bottom of the options

​5. Tap on the format in which to run the report (in our example we selected "PDF Document")

The report opens​

​
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Here's how to open a report from a filtered list of journals:

​
This option is the same in both the Desktop and Mobile version.
​
1. Click or tap on "Journals"

2. Select your view style

3. Go to Lesson 6.5 "Sort, Filter"

4. Follow steps 1 - 5 found in Option 1

When you've filtered your list:

5 - Click or tap on "Report" 

6 - Select the report format (we've selected PDF Document)


​

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    MRSweb

    Online Training Lessons
    ​

    Lessons
    0 - Intro
    1 - Getting Started
    1.1 - Sign up 
    1.2 - Login 
    1.3 - Forgotten Password
    2 - Navigation
    2.1 - Add Shortcut to Home Screen
    2.2 - Menus & Toolbars
    ​2.3 - Icons
    2.4 - Settings
    ​2.5 - Notifications
    ​2.6 - Data View Styles
    ​
    2.7 - Sidebars
    ​2.8 - Sort, Filter
    2.9 - Reports
    ​
    3 - Home page
    ​
    3.1 - MRSware.com
    3.2 - MRSweb Training
    3.3 - Webmail
    3.4 - Sync
    3.5 - Status
    ​
    3.6 - New Menu

    4 - Contacts 
    ​4.1 - Contacts, Companies, Individuals
    ​4.2- Edit Contact
    4.3 - Create a New Contact
    ​
    4.4 - Sidebar
    ​4.5 - Tabs, Categories
    ​
    4.6 - Sort, Filter
    ​4.7 - Reports

    5 - Customers, Accounts
    5.1 - Edit Customer
    5.2 - Create a New Customer
    5.3 - Edit Account
    5.4 - Create a New Account
    5.5 - Sidebar
    5.6 - Sort, Filter
    ​8 - Appointments
    8.1 - Edit Appointment
    8.2 - Create a New Appointment
    8.3 - Sidebar
    8.4 - Tabs, Categories
    8.5 - Sort, Filter
    ​8.6 - Reports
    9 - Journals
    9.1 - Edit Journal
    9.2 - Create a New Journal
    9.3 - Sidebar
    9.4 - Tabs, Categories
    9.5 - Sort, Filter
    ​9.6 - Reports
    10 - Tasks
    10.1 - Edit Task
    10.2 - Create a New Task
    10.3 - Sidebar
    10.4 - Tabs, Categories
    10.5 - Sort, Filter
    ​10.6 - Reports
    ​
    11 - Projects
    11.1 - Edit Project
    11.2 - Create a New Project
    11.3 - Sidebar
    11.4 - Tabs, Categories
    11.5 - Sort, Filter
    ​11.6 - Reports
    ​​
    12 - Notes
    ​12.1 - Edit Notes
    12.2 - Create a New Note
    12.3 - Sidebar 
    13 - Orders
    13.1 - Edit Order
    13.2 - Create a New Order
    13.4 - Sidebar
    13.5 - Sort, Filter
    13.6 - Order Line Item
    13.7 - Edit Order Line Item
    13.8 - Create a New Order Line Item
    13.9 - Sidebar
    13.10 - Sort, Filter
    14 - Invoices
    14.1 - Edit Invoice
    14.2 - Create a New Invoice
    14.4 - Sidebar
    14.5 - Sort, Filter
    14.6 - Invoice Line Item
    14.7 - Edit Invoice Line Item
    14.8 - Create a New Invoice Line Item
    14.9 - Sidebar
    14.10 - Sort, Filter
    ​15 - Product Catalog
    15.1 - Edit Product
    15.2 - Create a New Product
    15.3 - Import Products
    15.4 - Sidebar
    15.5 - Sort, Filter
    17 - Payments
    17.1 - Edit Payment
    17.2 - Adjust/Partial Payment
    17.3 - Create a New Payment
    17.5 - Sidebar
    17.6 - Sort, Filter
    17.7 - Payment Line Item
    17.8 - Edit Payment Line Item
    17.9 - Create a New Payment Line Item
    17.10 - Sidebar
    17.11 - Sort, Filter


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