User Check List Report
How to View User Check List Report in SwilERP
What is the User Checklist?
In SwilERP, users can view a checklist report that shows detailed information for a chosen time period. This report includes counts of transactions created, modified, and printed. Users can filter the report by date and user, making it useful for tracking transactions effectively.
For example, this list will show you the selected days' invoice creation count. Between 1st August and 3rd September, you created 3 purchase invoices, modified 1 invoice, and printed 0 invoices.
Start with Login in SwilERP Dashboard to Initiate the Process
- Go to the Reports> User Check List.
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Process to View User Check List
A new window of user check list will appear in the next slide. follow the below-given steps to view the report.
- First, select Date Range "From" to "To", in which you want to view the report.
- You can Filter the users by the given option.
- Click on the View option.
- And, there you will view the transaction count of the user i.e. Purchase Invoice, Receipt, Purchase Return, Credit/Debit Note, Sales Invoice, etc.
- You can view Users' wise report with this option.
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How Can You Analyze User Checklist Report?
In this section, you can analyze your user checklist report. You can find this report similar to the pivot table, in which you can view the transaction details.
- Go to the Analysis section.
- Select the details as same as you selected in the Home section.
- Click on the View option.
- After that, Choose fields to add to the report. Tick-mark on the options; then, they will automatically field in the below-given areas.
- You can also Drag fields between the below-given four areas: Filter, Columns, Rows, and Values.
- The data reflect in the Analysis Grid section.
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- Click on the Chart tab to view the report in chart format.
- Here you'll see the report's chart along with reflected every detail.
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- You can also view the report in Raw Data, where you can find every detail.
- Click on the raw data, and there you will see the User checklist report.
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To Print and Preview the Report
- Go to the Display section.
- Select the Print and Preview option to take the printout of the report.
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To Export File in Excel Format
- Go to the Display section.
- Click on the ''T'' button, and there, you'll see the options to convert your report into an excel file.
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