1. Briefly describe the type of report you would
like created:
2. What is the
title of the Report?
3. Is this report to be
distributed externally,
i.e.Client/Supplier
- or -
is it to be used for internal
use only?
4. Is this report to be
based on Sales, Voucher, or
General Ledger data?
5. How do you want to select the
records by, e.g.
Invoice Date, Client
number, Product Codes, Agent
Number, etc.
6. What fields/columns would you
like to have appear
on the report?
Using the chart
below as a guideline, please list in
the space provided, the order you would like
the
fields to appear from left to right of the
page.
Also, indicate which fields selected you would
like to
sort the records by, along with any summary
information.
Sorting
Information
Sort by (rank
using numbers 1 to 5 with 1 being the primary sort order):
Incl.
Subtotal
Incl.
Grand
Total
New
Page After
Field
Name/Description
Rank
Ascending/
Descending
e.g. 1.
Client Name
1
Ascending
Yes
e.g. 2.
Invoice Number
2
Ascending
e.g. 3. Gross
Amount
N/A
Yes
Yes
7. Please provide any additional
information you feel
relevant for this report:
8. To further assist us in
creating this report, on a
separate sheet of paper, please draft/draw what
you
envision the report to look like upon
completion and
fax this to us at:
Fax number: (416)
581 - 1561
Attention: GBO Desk.
