Ag Leader SMS Basic and Advanced Manual - Manual (Page 148)

SMS Basic and Advanced Manual
report you design can have its own unique settings for each operation, allowing you to highly customize
your reports as appropriate per operation. If you are making a specific report for a particular Operation then
you can ignore the settings for the other Operation and just set the Operations that matter for the particular
report. Click the Edit button to go to the Report Options dialog where you can select which attributes will be
included in the report, the logo to use, and the page break settings. Click OK once you've made your
desired Report Options. Then click the FINISH button once you have set all the Operations that you want.
7. You will now return to the Report Type Selection dialog. Your new report will now be listed under the Report
Group that you selected. Select your report and click the NEXT> button to run it.
How to print a chart.
Follow these steps to print a chart:
1. Go to the File Menu and select New and then Chart… or select the New Chart icon from the Main Toolbar.
2. The Chart Wizard dialog will now appear. Select the type of chart that you would like to print and then click
the Next> Button. Choose from the following options:

Attribute Comparison Chart-Allows the selection of an attribute from a selected Operation to
chart against properties for that Operation.

Generic Chart-Allows the creation of a generic chart based on the user’s preferences.

Product Comparison Chart-Allows the selection of an attribute for a selected Product(s) to chart
against properties for the Product(s).
3. Use the management item filters on the next dialog to select the desired information to be printed on the
chart. Click Next> once the filters have been set.
4. A dialog will now appear that shows the results of the filter above in tree form. The results listed will be the
data that will be used to generate the chart. If data was returned by the filter that you do not want included in
the chart, select the branch that contains the unwanted data and click the Delete button to remove it from the
data that will charted. Click Next> to continue.
5. Now the Chart Axes dialog will appear. This dialog allows you to select the type of chart to print (Bar, pie,
line, etc.) and to set the attributes or properties that will be assigned to the X and Y axes and a grouping
property for the X axis. Click Next> to continue once all the settings are made.
6. Now the Chart/Axes/Data Label Options dialog should appear. This dialog allows you to set various display
options for the axe, legend, and the data labels that can be displayed. Once you have made your selections
click the NEXT> button.
7. The Chart Options dialog should now appear. This dialog allows you to set various display formatting options
for the chart. You can enter a custom title, add a logo, etc. You can also save your current chart settings that
have been set so far as the defaults that will be used each time you print a chart of this type. You can also
rest to the original chart settings. Click the FINISH button to create your chart.
8. Your chart will now be created as a Chart Document that will be displayed in the main window of the
software. From this document you can go back in and adjust the data filters for the chart and all the settings
that you made while setting up the chart to run. You can also print the chart or save it to an image.
How to create a custom chart. (ADVANCED)
Follow these steps to create a custom chart:
1. Go to the File Menu, select New, and then Chart or select the New Chart button from the main toolbar.
2. The Chart Type Selection dialog will appear. This dialog displays the current chart groups and charts that
are in your system and allows you to select a chart to run, edit, delete or to create a new chart.

To create a new chart click the Add New... button.

To create a new chart that is based on an existing report that you want to modify and save a
unique version of, click the Add Copy... button.
3. The Name/Description dialog will now appear. This dialog allows you set various descriptive items related to
your new chart.

The Chart Group selection allows you to select or add a Chart Group that will be used to organize
your new chart. This is very useful in cases where you want to organize your charts by a certain
type, such as As-Applied related or a group for each customer of yours.

The Name entry allows you to enter a name that you can use to identify the chart by.

The Description allows you to enter in various details to further identify and describe the new
chart.
Click the NEXT> button once you are finished with the entries.
4. The Select Major Filter Items dialog will now appear. This dialog allows you to select the data filters that you
will be required to select when you run your chart. Operation is always required and will be selected by
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