MoversSuite can generate a variety of different output through various report-related functions found throughout the application. The output includes generated documents, forms, letters, and invoices. These are generally classified as “reports” and most are available through the Reports Menu.
Figure 1: Reports menu option
In addition to the Reports Menu, there are additional means of generating output. They include the Reports/Letters menu found within the Claims modules and on the Quote tab.
Figure 2: Reports/Letters menu
Another example is found in the Print Label button on the Name, Address, Phone tab and the View button within the Summary tab. The Reports Menu produces a list of general reports and letters, whereas these specific buttons found on a particular tab or screen are specific to that particular area or functionality. For example, the Reports/Letters menu only displays reports and letters defined specifically for the Claims module.
For a complete list of function-specific reports and letters menus, refer to the Report System Location topic.
MoversSuite utilizes several different functions to generate reports and letters. The output of which is generally in a form that allows you to save, print, and email the output file. The table below describes these functions which are based on the Report Type assigned to them through Report Setup.
|
Report Type |
Description |
|
Crystal |
Although not commonly utilized, several companies produce this type of report through a Crystal Reports Viewer, which is a third party application. Some Crystal documents generate through the Report Viewer as well. |
|
Letter |
MoversSuite opens this type of document within Microsoft Word. Your company can utilize Word to create and display letter documents. Additionally, you can pull order data into the body of a generated document using Bookmarks, which are placeholders for key order data. View Bookmark Fields for a list of available data that you can reference for Bookmarks. This type of document is available through the Letters menu, which is a sub-menu through the Reports Menu and through the Reports/Letters menu within the Claims module and through the Quote tab. View the Standard Bookmark Documents topic to see a list of Letter documents provided by MoversSuite. |
|
MoversSuite Letter |
MoversSuite provides a Forms Designer system allowing you to design a document within the application and store it as a template. This template is referenced to generate a document through the same Letters and Reports/Letters menus available to the Letter Report Type. Generated documents open within the window or, if your company integrates with MoversSuite Email Service, open in a new MoversSuite Email message window. If the MoversSuite Email Service is enabled, an additional option is available allowing you to choose to generate the template as a document, which opens the Forms Designer window, or directly into the body of an MoversSuite Email message.
Figure 3: Reports/Letters menu within the Quote tab
You can setup Forms Designer documents can be saved automatically to the Document Management system, as well. Utilizing the Forms Designer system to create templates allows you to access a robust function of inserting MoversSuite data into the body of the document or email. Refer to the Forms Designer Bookmarks topic for more information. A tool within the Forms Designer Templates screen allows you to convert existing Letter documents into Forms Designer templates. This includes all the Standard Bookmark Documents provided by MoversSuite. |
|
ReportingServices |
MoversSuite provides a number of standard reports as well as custom reports that generate through the Report Viewer. These documents are designed using an integrated Microsoft SQL Server Reporting Services tool and supporting software. View the Standard Report and Document Listing topic for a list of Reporting Services documents provided by MoversSuite. The Report Viewer is also used to view generated Recurring Payments. |
Your company can control which reports are visible to users through the Report Profile assigned to their Personnel Setup record. Define which reports you wish to allow access to through the Report Profile Setup, then assign the profile to users through the User tab within Personnel Setup.
Read more about accessing reports through the Reports Setup and Administration topic.
RELATED TOPICS:
Standard Report and Document Listing
