Spreadsheet Reports

The Report tool helps activate reports in Artsystems Pro. Rather than running a report for all records in a module, it is usually preferable to create a data set of the particular records to print. The report menus in each module will list a variety of reports to generate. Note also that users also have the option to select specific fields from the spreadsheet view to generate Spreadsheet Reports.

• see also Reports>Standard Reports
• see also our video tutorial at: Data Set: Modifying and Saving Spreadsheet Views

To Generate A Spreadsheet Report

1. Select a set of records using any of the data set methods: Marked Record Set , View Set or Worksheet

• see also Basics>Data Sets

2. Customize the spreadsheet layout or select a pre-saved Spreadsheet Layout so the desired fields for the report are visible on your monitor

• see also Basics>Customizing Spreadsheet Layouts

3. Click the Report button to open the Run Report Screen.
   
   
4. Click Spreadsheet on the Screen Selection Bar to open the Spreadsheet Screen.
   
   

5. Select the Spreadsheet Options for the report:

• Report Title: The Report Title will appear in the header of the report. The name of the set automatically appears as the title of the selected set, however users can edit the Report Title as needed. (Note in the example below the report was generated from a Marked Record Set and the title appears as 'Marked Works'.).
• Orientation: Select either Landscape or Portrait for the Report Orientation.
• Heading Font: Select the desired Font for the Report Heading from the drop-down list.
• Heading Font Size: Select the desired Font Size for the Report Heading from the drop-down list.
• Font: Select the desired Font for the Body of the Report from the drop-down list.
• Font Size: Select the desired Font Size for the Body of the Report from the drop-down list.
• Include Dates: Check the Include Dates option to includes dates in the header of the report.
• Include Totals: Check the Include Totals option for the report to total columns with currency values (e.g. Retail, Insurance, etc.).
• Include Image: Check the Include Image option for the report to include Images
• NOTE: Spreadsheet reports with Images look better when double spaced so the Double Space option is automatically selected when Include Image is selected.
• Include Page #: Check the Include Dates option to includes dates in the header of the report.
• Double Space: Check the Double Space option to double space the lines in the body of the report.
• Image Width: Adjust the image size in the report by altering the pixel size in the Image Width field. Change 150 to 75 for most reports.

NOTE: There is a limit to how many fields can appear on the report. Users can make adjustments to the Spreadsheet Layout in order to get all desired fields to appear on the report.

6. The report will generate and open in Microsoft Word
   .
7. Print the report document from Microsoft Word, or if needed save the report anywhere on the computer or network.
   
   
8. Users have access to the Artsystems - Reports & Documents Toolbar whenever a report or document is generated. When users are finished with a report in Microsoft Word select Close Docon the Artsystems - Reports & Documents Toolbar to return to Artsystems Pro.

To Save a Spreadsheet Report with Images in MicroSoft Excel

1. Follow steps 1 through 4 above.

2. Select the Spreadsheet Options for the report and CHECK Include Image, but UNCHECK Double Space.
3. Click Run and the RTF report opens in MicroSoft Word.
4. In Word, click File>Save As> and choose the location to which you will save the file.

5. In the SAVE AS TYPE drop down, select: Webpage, Filtered (*.htm, *.html).

6. Name the file.
7. Click Save.

8. You will get a prompt about changing the format. Click YES.

9. You will receive another prompt about Absolute Row Height. Click CONTINUE.
10. Browse to the location at which you saved the file.
11. Right-click, select Open With, choose Excel or open Excel and drag and drop the file into Excel.
12. The file should open with all of the images visible, on the left, alongside the Work records.