How to create reports with the Microsoft Access Templates

You can create single store reports and multi-store reports with the Microsoft Access Template.  All of the following reports are for a time frame that you specify.

1. In Paladin, from the main menu, select Reports > MS Access Templates.
2. On the MainPage tab of the Access Report window, click Reports.
3. On the ReportsPage tab, click Single Store or Multi Store.
4. On either the SingleStorePage or the MultiStorePage  tabs, select the report type that you want to create.
5. In the Report Settings tab of the chosen report, enter a Start Date, End Date, and other required data.
6. Click Run.
7. When the report is created, you may be able to export it to Excel. See the Excel column in the following tables.
8. When you are finished, click CLOSE.

Report Name	Description	Single store	Multi-store	Export to Excel
Items Sold Summary	Access report groups by customer the items purchased, and it totals all sales. Excel report groups by customer the items purchased, but it does not total all sales.	Yes	No	Yes
Last Counted	Shows inventory items counted within a date range and location.	Yes	Yes	No
Margin Analysis	Shows margins on all items by a specific date range and a single department per invoice.	Yes	No	No
Profit	Shows sales of inventory items, GP margin, profit amount, and sales total for items sold.	Yes	No	No
Profit (in Excel)	Exports to an Excel spreadsheet, which shows the sales of inventory items, GP margin, profit amount, and sales totals for items sold.	Yes	No	Yes
Promotional Sales 1	Shows sales, margin, and profit/loss from by date range or promotion ID.	Yes	No	No

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