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USING REPORTS IN RMPro

RMPro comes with many reports which you can generate to view, analyze, and print information stored in the database. These reports are categorized by subject, such as Customers, Vendors, Purchase Orders, Users, Accounting, and Analytical. Each of these categories has a level of privileges which can be set per user or user group according to their position in the company. Some specific reports with sensitive information also have a level of security.

 

There are almost endless possible reports you can make. There are 13 categories, each with up to 28 reports. Each of these reports has a number of advanced settings, but you can choose whether to use simple or advanced mode.



RMPro’s reports are also automatically generated to print certain types of documents, such as Purchase Orders, Vendor Invoices, Payments, Returns, and more. For example, when you print a Purchase Order from within RMPro, it actually opens the Reports module and opens the “Purchase Order Detail” report with pre-defined optimal settings. This eliminates the need to choose any advanced settings to print the details.



When you open the reports, you will see a tree list of all the categories of reports. Each of these categories can be expanded to show multiple reports. You can also customize your own favorite reports, which is saved per user. For each report, you can choose to either run a new report or run a pre-saved configuration for a report.



Reports List



For every report in RMPro, you have either a Simple or Advanced mode. Some reports require just basic information, while other reports allow you to go deeper and drill down.



Contact us to learn more.