Print Tank Reports

Here's how to generate reports about your tanks and other equipment. The reports will be "previewed" on the screen first and can then be printed.

From the Lynx Main Menu . . .

1. You can either left-click the button. Or, from the menu bar, left-click on Reports

2. Either way, a drop-down menu will appear. 

3. Left-click on Tank and Equipment Reports

There's also a third way to print service graphs. On the Menu Bar, left-click on Tanks and then left-click on Tank and Equipment Reports.

4. The Choose a Tank Report window will now be displayed. As you left-click on each Report ID or Report Name, the description of that report will be shown in the box above.

5. Double-left-click the report you want (or left-click the report and then left-click the button).

This will display the Format a Tank Report window. If appropriate, select how you want your report sorted by left-clicking the down arrow and then left-clicking your selection from the drop-down list.

For example . . .

This message will not appear if there are no choices on how a report can be sorted.

 6. If you want the report to include a selected range of a particular type of data, left-click the appropriate check box next to the data type name. Then key in the range of data to and by double-left-clicking the appropriate field. This is called "filtering" the data. If you don't filter the data, ALL of that data type will print.

Here's an example . . . If you want your tank report to include all of your customers from account number 1000 through account number 2000, you would check (by left-clicking if it's not already checked) the check box next to Account Number and then keying in the range of account numbers you want included (that is, FROM 1000 THRU 2000).  
It would look like this . . .
If you do NOT want a Data type filtered in the report and it is checked , left-click on it to make sure it is NOT checked . . . so it looks like this .
If a check box is NOT checked , that data will NOT be filtered to format the report. That is, in the above example, if Account Number is NOT checked, then ALL of your accounts will be included.
You can have multiple Data types checked in a single report. For example, you might want a selected range of accounts (such as 1000 through 2000) BUT ONLY for a certain selected rental month (such as month 10). In this case both Data types would be checked.
It would look like this . . .

7. Once you've made your selections, left-click the button to preview the report on your screen.

8. After your report has appeared on the Print Preview window, you can left-click the print button to print the report or left-click the button to exit.

When you first start using the system, it's a good idea to practice choosing and formatting different kinds of reports. This will help you get the "feel" for how you can format your own reports by selecting ranges of data in different combinations.