Question: How do I print a report?

Answer: Select the "Report" Button located to the upper right of the "Wine List " or "Wine Detail" layouts.

Once in the "Report" layout choose a report to run by selecting it's "Run Report" button. Choose the option for the report that best fits your needs.

A message will appear. " To print, choose the "Print" option from the "File' menu above...."

Choose "OK" The report will appear.

To edit your page set up go to the "File" menu located at the top left of your screen and choose "Page Setup" from the drop down. From there choose from the options your printer allows you. If not already the default, choose 8.5X11 for the page size and set the orientation to vertical.

Then choose from the same "File" menu and select the "Print" option

.NOTE: If you are printing a list of multiple items but only one is printing, you will need to look for an option while in the "Print" dialog that allows you to choose from either "Records Being Browsed" or "Current Record". Choose "Records Being Browsed".

Question: What is the best way to show when a wine has been consumed?

Answer: The best way to designate that a bottle is no longer in your collection is to indicate that the Quantity is '0". Deleting the record will eliminate any tasting notes and such that you may want to refer to later. Only delete a wine record if you absolutely never want to buy that wine again.

Question: Can I add more than one vendor and/or different prices for a wine.

Answer: Currently we do not support multiple venders and costs per wine record. To do this create separate records for the differences in venders and cost. Example. Create two records for Wine A, each will be the same wine just documenting the difference in vendor and cost.

Question: How do I do a custom sort?

Answer: To do a custom sort by any field, choose the "Records" drop down from top menu bar and select"Sort". An interface will appear that allows you to choose the fields and setting to sort by. Make your selecting and select the "Sort" button.

Question: Is there a way to have custom sorted reports?

Answer: Yes. Either the "Wine List" or "Wine List for Guest" reports support custom sorting. You can either use the sort feature in the "Wine List" layout by selecting the bullet in front of the column header or use the custom sort feature. See "How do I do a custom sort?" above.

Question: Is the varietal list editable?

Answer: The "Varietal" drop down cannot be edited. Although you may not add a new varietal to the drop down, you can type in your own varietal for any particular record (it will not be added to the varietal drop down list but it will appear in the varietal field.) To do so select the "Varietal" drop down and once the field is highlighted, type in your own varietal in that field.

Question: Is there a way to show the "Location" and "Winery Name" fields on the "Wine List" layout? I know I can run a cellar report but would like to see these two fields on the wine list form.

Answer: Showing the "Location" and "Winery Name" fields on the "Wine List" layout is not available at this time.
However there is a work around for that by using a feature called "Table View" when in the "Detail" layout.

To do this select the "Wine Detail" tab and go to the menu bar at the very top of your screen and click on "View" choose "View as Table" from the dropdown menu. The layout will switch to an excel style spread sheet interface. You will then have a list with all fields from your detail view. You can do this with any layout and whatever fields are on the layout will appear in in the table view. To switch back go to the same menu and select "View As Form".

Question: Can I create custom reports?

Answer: Yes you can create your own reports in Excel using the export feature. Find the wines you want to report on, if it is all then click the "Show All" button. Go to "File" / "Export Records". When the first dialog appears, type the name of the new file, choose the location it will be saved and choose Tab or Comma Separated Text for the file type for Excel. Then when the field dialog box appears, choose the fields you want on your new report. Click the "Export" button.

Take the exported file and open it in Excel . Format as you wish and print.