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8.5 Adding fields into your Reports

Aug/30/2007



Adding fields to a Report can be done using the drop down section labeled 'Field' from the tool bar from the Customize window.

The 'Field' icon contains a drop down list with different types of fields to choose from. Each of these fields can be dragged and then dropped to the location you would like that field in your Report. Simply drag the highlighted field option and drag it to the desired location on the form.

Each of these fields will pull the data from the respective location within Tradepoint. This means if you are customizing an Invoice and choose 'List Price' or 'Shipping Method' from the Field drop down menu then on your Invoices those items will show the List Price and/or shipping method on your Invoice.

Save your changes to your Invoice and specify if you would like to make your edited Invoice the default or if you would like an additional report in addition to the default version and you are finished.


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