Close and File Report

Many agencies use OASIS to manage thousands of orders a month. This will eventually lead to many physical files spread across the office that will need to be collected, boxes, and filed outside of the office. The Close and File report can identify projects and orders that should be filed as show the transaction’s basic information, including total sell, total earnings, and direct customer. OASIS can also be used to identify orders and quotes that are filed away by assigning a “File Code” on the “General” tab of the transaction. This article will explain how to run the Close and File Report as well as how to assign a “File Code” to a transaction.

Running the Close and File Report

1. Navigate to the Orders page.

2. Select “Reports.”

3. Select “Close and File Report” from the drop-down list.

4. The “Close Projects and Orders” window will appear.

5. Select an “Output to:” field.

• Local Printer- the system printer dialog is used to select a printer.
• Print Preview- the report is shown in the print preview dialog box.
• PDF File- a file selection dialog box is used to select the name and location where a PDF copy of the print will be produced.
• Microsoft Excel- a file selection dialog is used to select the name and location where an Excel copy of the print will be produced.
• Send Message- the OASIS send message feature is activated for emailing a PDF copy of the print.
• Send Message (Excel)- the OASIS send message feature is activated for emailing an Excel copy of the print.

6. Check the boxes of transactions to be used in the report. Note: OASIS will only pull orders and projects that are closed with no file code assigned.

7. Enter a timeframe.

8. Select “Print.”

Assigning File Codes

1. Navigate to the Orders or Quotes page.

2. Open an existing order or quote.

3. Select the “General” tab.

4. Input a file code in the “File Code” field.

4. The “File Code” field will turn into a “Filed mm/dd/yyyy” field.

Finding a File Code in OASIS

1. Navigate to the Orders or Quotes page.

2. Select the  button.

3. The “Find” window will appear.

• For orders- select the “More” tab
• For quotes- select the “Money” tab

4. Enter the file code in the “File Code” field.

5. Click "Ok."