Reports Overview: Built‑in, Custom Excel, and Report Generator

Reports Overview: Built‑in, Custom Excel, and Report Generator

Summary: Choose the right reporting tool: built‑in PDF reports, Excel dumps, or the advanced Report Generator.

Quick answer

Use built‑in PDF reports for summaries, **Export to Excel** for operational spreadsheets, and **Report Generator** for ad‑hoc/automated multi‑format output (PDF/Excel/email).

What you need

  • WinServe+ access
  • Appropriate role/permissions (as required)

Steps

  1. Open **Reports** and review the **Customer List**, **Performance**, **Job Summary**, and other PDFs for quick summaries.
    media/reports-overview-01.png

    [Insert screenshot for Step 1]

  2. Use **Dump List View** and **Export to Excel II** for operational data sets (rates, open invoices, server activity, WIP, etc.).
    media/reports-overview-02.png

    [Insert screenshot for Step 2]

  3. For advanced needs, use **Report Generator** to set criteria, output format, and (optionally) scheduled email delivery.
    media/reports-overview-03.png

    [Insert screenshot for Step 3]

Confirm it worked

You can produce the needed report in the appropriate format for your audience.

Troubleshooting

If a dump lacks a field, check the long list in **Export to Excel II** or ask Tristar to add a **Custom Excel** design.

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