How to Use Customer Quick Reports in SalesPad

 

In this short video, we show you step-by-step how to setup and run Customer Quick Reports in SalesPad for Dynamics GP.

SalesPad Customer Quick Reports

Quick Reports is a module for SalesPad for Dynamics GP.  Its primary purpose is to provide a quick and easy way to create and run simple reports based on SQL queries and user input.

Quick Reports can be created to display any information about the company including gross sales by customer, orders entered by sales representative, orders entered for a customer, and much more.

You can view reports via the Quick Reports Viewer or via the Dashboard Viewer. Quick Reports can also be created and configured to be viewed from a Quick Report tab on the Customer or Vendor Cards, in Inventory Lookup, or on Sales Documents.

Click below to learn more about the powerful features of SalesPad for GP and to find more helpful video tips just like this one!

More SalesPad Tips

You may also like

How to Calculate User Defined ...
on April 30, 2021
business software

In this short video, we show you how to calculate user defined fields (UDFs) in SalesPad for ...

How to Use Customer Quick Reports ...
on April 30, 2021
business software

In this short video, we show you step-by-step how to setup and run Customer Quick Reports in ...

Order Confirmation Email Setup in ...
on April 30, 2021
business software

This short video shows you how to setup an order confirmation email using smart printing features ...

Customizing Sales Document Entry ...
on May 13, 2021
business software

In this short how-to video, we show you how to customize the sales document entry layout screen in ...

Trinity Purchasing Suite FAQs
on May 13, 2021
business software

Hundreds of Microsoft Dynamics GP customers have enhanced their ERP system with the advanced ...

Tackling Food Distribution ...
on May 13, 2021
business software

Demands placed on food distribution companies can be intense. Whether you’re in the general ...