Criteria Screen - Example 1
When used on any Order List report (e.g. "Invoice List" report, found in the Accounting folder), the criteria rows below will show you all the invoices (orders with a status of Done) in January of 2001 whose source was either Yellow Pages or Newspaper Ad.
- Criteria Screen - Example 2
When used on any report based on the Contact List dataset (e.g. "All Clients" report), the criteria rows below will show you all contacts not marked as don't mails with allergies or pets who last used your services between 3 and 4 months ago.
- Criteria Screen - Example 3
When used on any Contact List report, the criteria rows below will show you all contacts not marked as don't mails who have a status of Prospect and who were entered into the system sometime in the last 3 months.
- Criteria Screen - Example 4
When used on any Order List report, the criteria rows below will show you all invoices with a site zip code of 72144 or 72145 or 72146 that have a source description that begins with "ADVO".
- Customizing and Creating Reports
NOTE: You must have a Professional Edition of the software to have the ability to change the layout/design of an existing report or create your own reports. Very often to create your own version of one of the reports provided, you will select the report and click the Copy button at the bottom of ...
- Disabling Vital Stats
(version 3.x only)To disable the Vital Stats numbers that display on your main menu, you need to utilize user logins.From the Misc/Setup pull-down menu at the top, choose Employees. Here, on the upper right, there is a User tab. Each employee can be assigned a username/password for login, and so ...
- How do I modify my Account Statement report?
To change how the Account Statement report looks, from the main menu navigator screen in Camelot, go to Accounting, then Print Forms, and then to the Statements tab. There you can right-click on the grid and choose Statement Layout Design. This will open the Account Statement report in the Repor ...
- Listing Clients Based on Service Performed
When creating a reminder or follow-up letter, you may find the need to send the letter only to clients who had a specific service description or service category performed. In version 3.x, to accomplish this, you can still base the report on the Contact List dataset, as most Mail Merge Report ...
- Printing Mailing Labels
To print mailing labels in Camelot:1. From the main menu navigator screen, click on Reports2. Double-click on the report category folder in the list there named "Mail Merge Reports"3. The most commonly used label layout is "Avery 5160 Labels", so you can double-click on that report to set its cr ...
- Report Datasets
Each report is based on a report Dataset that is pre-built within the program.There are 2 main datasets that most reports you may want to create are based on: the Order List and the Contact List.The Order List report dataset contains a record for each order in the database (the same list that sh ...
- Report Error: = expected on line...
Report Error: "=" expected on line ...There are some reports that have a place to show your company information (name, address, company logo graphic, etc) at the top. The program resets this information on those reports when you make any changes to it on the Company Setup screen. There is a know ...
- Sales by Vehicle / Crew
There are many ways to report on your sales in Camelot. Most of the various sales reports are in the General Sales report folder on the Reports screen.To report on sales grouped by the Vehicle the job was assigned to, there is a Sales by Vehicle report. This will show you the total sales for eac ...
- Sending Report Data to a File
For any of the reports created in the program, you can export the dataset resulting from the criteria on the report to a tab-delimited (.txt) or comma-separated values (.csv) file by selecting the report in the report list and clicking the Send to File button on the right of the Reports screen. ...
- Setting Up a Report to Print Results to a File
(for Camelot version 3.x and newer only)For any report, you can setup a very specific layout for the report so that it prints the report to a file instead of your printer or screen.To do this, first create a new report that includes the fields you want in the file in the order you want as follo ...
- Tracking Advertising
Each order your enter into the software can have a "Source" chosen for it, so that you can later generate reports that tell you which advertising sources are working for you.The list of Sources that you use is defined on the Source Setup screen, from Misc/Setup > Sources. Here you give a desc ...
- Using the ReportBuilder program
The report designer program used by this software is called ReportBuilder™. It is a standard banded report designer. This means that the page for the report results is divided into sections, or bands. Each band can contain different fields, calculations, labels, or graphics. Each report you crea ...
- Vital Stats - Last Month Sales to Date
In Camelot 3.x, on the main menu screen, there are Vital Stats numbers that give you a summary of how your company is doing.One number that is often confusing is the "Last Month Sales to Date". The purpose of this number is so you can compare how you are doing this month with how you were doing ...
- Working with the Criteria Screen
The Criteria Screen is used for Report criteria as well as Marketing Funnel criteria. It allows you to list the conditions you want a record to meet before it is included in the report or funnel. An entry in this list of conditions is called a Criteria Row. The criteria rows are separated int ...
