The essence of the software is to record, organize, process and present ('report') information.
Literally any information displayed anywhere in the program is a 'report' which can include any information stored in the BCSS database.
|Possible BCSS Reports (*Available in Diamond and Virtual)|
Last Purchase Dates
Quantity on Hand
Sales on Hold
A Virtual report includes only clients who have online access.
The content of each report is determined by the mouse clicks and key strokes used to produce the report.
For example, clicking on an option in the Work-Areas menu (like Clients)...
...presents a list (a report) of clients in the Main Table:
Clicking on any of the time-period buttons...
...narrows the list (the report) to only those records added or edited for the time period selected. Clicking on 'Today' for example shows only records added or edited today.
Details Area Reports
Every work area has a section at the bottom presenting (reporting) information about the record selected. This is the Details Area for a selected client record showing account information:
Clicking on the colored buttons:
...displays other information about the selected record. For example, clicking on the General tab displays contact information for the person selected:
Selecting other colored buttons like Items, Notes or Settlements would present (report) information about the client's items, notes about the person and settlements processed.
Each Work Area...
...has Quick Links (like these for the Clients Work Area)...
...that either produce information or perform a task.
Select a Client and use Quick Links to:
Other Work Areas and Their Quick Links
Quick Links for the Inventory Work Area:
Item to Invoice: Select an item to add it to the sales invoice.
Other options: Apply Discounts, Batch Discounts, Choose Labels to Print, and View Current, Discounted, Added and Sold Items.
Key-Press Reports: Press a function key at the top of the keyboard to view these reports:
|Inventory Entered Today||F8|
Producing Custom Reports
Detailed reports are accessed by clicking on Reports:
Select one of the options under Reports - Clients, Disbursements, Inventory, Sales (or Buyers in Diamond and Virtual):
Choose settings to determine what information is to be included in the report.
For example, to create a list of Clients who are Active, who are on the Mailing List and who have account balances between $0 and $500, make these settings:
Reports may be printed in PDF format using a 'printer driver' for a (free) program like PDFCreator. Just select that 'printer' on the Windows Print Screen to print any report to file in PDF format (and attach the report to an email or print it out any time).
All reports for all other options function in the same way.
How Much Is Owed to Clients?
Total Paid to Clients - Run a disbursement report to see the amount paid to each client as a subtotal and the total amount paid for all clients for a given period of time: