2. Quickstart: Run an srs Report

Run srs

You can run the Smart Report Suite from the Practice Management window, or by typing srs at a command prompt.

Select a Report Category

For your convenience, srs reports are sorted into several categories. Choose a category and press [F1 -- Select Category] to see a list of reports on the subject you have chosen:

Choose a Report and Press [F1 -- Select Report]

Use the arrow keys to pick from the list of reports and press F1 to run the report. Press Page Down to see the rest of the list if there are too many report to fit on one screen. Reports are sorted alphabetically by name.

Enter a Date Range

The report will only only include data from within the specified date range. After entering "from" and "to" dates, press [F1 -- Generate Report] to continue.

Some reports may ask additional questions about the date range. In the example above, srs needs to know if the dates entered should limit the output based on the date of the transaction (Transaction Date) or based on the date the information was entered into Partner (Posting Date).

Review Criteria and Press [F1 -- Process]

Read the sections below to learn more about criteria options. To use the default settings, simply double-check the dates you entered and press [F1 -- Accept Criteria].

Choose the Output Destination and Press [F1 -- Process]

You can send srs output to the screen, a printer, your e-mail inbox, or to a workstation or Partner server account. You can also change the format so it will work in a spreadsheet, such as Microsoft Excel or OpenOffice. Read below to learn more about these output destination options.

Review Results

When the results appear on your screen, you can press Page Down or the space bar to scroll through them. Use the right and left arrow keys if the report extends off the side of the screen. Read the Reporting in Partner manual for a complete guide to your options while viewing a report.

When you are finished reading the report, press F12 or Q to quit the report. srs will ask you if you want a printed copy, and then return you to the report's date selection screen.