| **Select** | Select if you want your report to be pulled using annual dates (January - December) or Financial Year Dates (April - March) |
| **Year Selection** | Select the financial year you are wanting to pull a report for. |
| **Start Month** | Choose the month you want to run your report from |
| **Month YTD** | Choose the month you want to run your report up to. |
| **Group By** | Select from the drop-down menu if you want to pull your report by a specific group, you can choose from No Grouping, Region, Division or Sales Rep. |
| **Region** | You can pull the report for all your debtors, or you can select a specific Region from the drop-down menu if you have set up Regions for your debtors. |
| **Division** | If you have set up divisions for your debtors, you can pull the report for all your debtors or you can select a specific Division from the drop-down menu. |
| **Sales Rep** | If you want to run a report by a specific sales rep, then you will need to select the sales rep on the drop-down menu. If you leave the sales rep on all the report will run by all sales rep. |
| **Use Group Codes** | If you have group codes, you can tick the Use Group Codes box if you want to pull a report for specific inventory group or multiple thereof, if you want to pull a report for all items you can leave this box unticked. |
| **Data Type** | Select if you want Posted Data or Static Data |
| **Assembly** | If you run jobs through an assembly line, you can choose to filter for only those jobs or you can choose to exclude those jobs or pull a report that will have all jobs. |