Overview

Use Reports to open the reporting workspace and review available report views. Sales representatives, sales managers, purchasing officers, warehouse managers, project managers, and finance officers can use this area when they need to review business information. Use the Booking By Product Types view when reviewing bookings by product type.

Before you start

You must have access to the Reports navigation option.

Steps

On the application navigation bar, select Reports.
Select Booking By Product Types to open the available report view.

Booking By Product Types

The Booking By Product Types tab provides the report view for reviewing booking information by product type. Select this tab when you need to work with this report view in the Reports workspace.

Tips & cautions

Warning: If nothing changes after saving, the report record was not saved. A server rejection may occur without an error message or confirmation appearing on the screen.

Troubleshooting

No change appears after saving → The server may have rejected the save without displaying an error or confirmation → Treat the unchanged report as not saved and perform the required update again.

Result

You have opened the Reports workspace and selected the Booking By Product Types report view.

Reports — Overview
Reports — Learning Path