How to enable individual column totals on process reports

How to enable individual column totals on process reports

Summary

Beginning with version 5.0.227, you can now show a total for many numeric columns in order entry on your process reports.  This article will provide instructions on how to set up this feature in your SalesPRO software. 

Instructions

  • From within SalesPRO, navigate to the Setup tab and select the Process Reports icon.
  • Select a report to modify by clicking on it once, then click the Modify button.
  • Select the Line Items tab.
  • Click on one field which you wish to total. Then click the Change button.
  • In the example below, we will select RetailPrice.


  • In the Field Settings window, place a check mark in the box to the left of Show a grand total for this field.
  • Press OK to save your changes.


  • Repeat for any other fields on which you would like to add a grand total.
  • Switch to the Other tab.
  • Place a check mark next to Show line item totals.
  • Press OK to exit and save your changes.


NOTE:  Grand totals cannot be calculated on formula fields.  

  • When you print your modified process report, the selected column(s) will show a Grand Total field as shown below.


Applies to:

  • SalesPRO Software

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