1. Introduction: Smart Reporting

The Smart Report Suite (srs) is a report library in Partner. srs contains dozens of powerful reports, all with a consistent interface. If you learn to run one srs report, you will have learned to run them all.

Read below to learn how to operate srs and run reports. The criteria options in srs allow you to create thousands of different reports. You will learn about setting criteria to limit the report output and about storing your criteria for later use. The last section below will teach you how to export your srs reports for use in a spreadsheet program, such as Microsoft Excel or OpenOffice.

Tip

One of the most powerful features of srs is report creation and modification. If you need a personalized report with particular columns and subtotals, PCC can create that report for you. If you want more freedom and control in Partner reporting, PCC can teach you how to use srsgen, a program for creating and modifying srs reports. With srsgen and srs's built-in criteria options, nearly any report you imagine is possible.