ControlPro v3.4
This article will teach you how to run a ticket report. If you need assistance scheduling, emailing, or printing the report, please refer to the “Introduction to Reports” KnowledgeBase article.
To get started with a ticket report, click on the green plus sign in the Reports section.
On the popup window, select Ticket, then click submit.
You can change the name of the report to what you wish in the name field. Then click the search button to open the ticket search window.
In the Ticket search window, you can search for tickets using the ID number (ticket field), originator, description, mix type, material number and description, and customer number and name. Use the date fields to filter based on created date, delivery date, completion date, or expiration date. When your parameters are set, click the search button to see the results. Once the results are satisfactory, click the save button.
The next step is to setup the report template. Click the green plus sign on the printing tab. In the new window that appears, click the import template button. Select one of the three templates built-in to ControlPro. When finished, click save.
Go to the details tab. To view the report, check the PDF box and the View box. Then click distribute. It will use your search parameters to generate a PDF report and will open the file in your default PDF viewer. You can cancel the report being generated by clicking on the cancel button.