Illustrated instructions are available in the manual (F1) under Reports.
You can search the BCSS database just as you would the Google database with some helpful differences:
BCSS can return search results that are very focused - everyone with a birthday in June or those persons on the mailing list - a group of inventory items (for printing price labels) - or reports about activity like sales, settlements and disbursements.
BCSS search includes many options:
|The Many BCSS Searches|
Last Order Date
Last Purchase Dates
Last Shipment Date
Quantity on Hand
Sales on Hold
Advanced BCSS Search
You control the information that BCSS reports (on screen, in print preview and in print) by making selections and settings on Advanced Search Screens.
Click on Reports on the Main Menu.
Reports are available for Consignors, Customers and Demographics (in Diamond/Virtual), Disbursements, Inventory and Sales. Let's use Consignors as an example. Select Consignors under Reports in BCSS.
To view a list of Consignors with balances over $50, check the 'Account Balance' box and enter 50 in the 'Amounts From' field and 10000 in the 'To' field.
Click 'Print the Report' and view the Print Preview. Click 'View the Report' to display the results in the Main Table.
Remove names from the report by marking their records as Inactive, or use the User Text Feature to mark desired records with the same text.
Preview again and print if the list is correct.
All reports for Customers, Disbursements, Inventory and Sales function the same way.