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 ...
- How can I reload the reports that came with the software?
There may be times when a report won't open either because of some sort of database corruption, or changes that you've made to the report layout or criteria that have made the report unusable. Follow these steps to reload the reports that came with the software: 1. Open Camelot. 2. From the Tool ...
- 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 ...
- 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 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 ...
- 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 ...
- 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 ...
