Reports

Top  Previous  Next

The Reports Window can be accessed by clicking the Reports Button on the toolbar.

Reports button

 

This window provides access to over 80 different reports with thousands of combinations for analyzing data.  Reports are divided into several categories: Project Management, Accounts Receivable, Accounts Payable, General Ledger, Inventory, Time Billing, Glossary Listings, and Mailing Labels and Envelopes.

 

This window is split into two sections.

 

reports window

The left section displays a tree diagram used to display the list of available reports for each section of the software. Click on the plus (+) sign to the left of the section’s folder.  To select a report, highlight the report and click on the Print button in the lower right corner.  This will open the printing options window for each report, where you may select different ranges and options for how the report will print.  Each report has its own set of ranges and options for printing, and can be printed to the window or the printer.  For more information on ranges, see Report Ranges.

 

The right side or Favorites section can be used to maintain a list of commonly used reports or reports that you wish to remember.  To add a report to the Favorites section, highlight the report on the left side and click the Add to Favorites button.  To remove a report from the Favorites, highlight the report on the Favorites side and click the Remove Favorite button.  You can also organize your Favorites list by adding new folders.  To add a new folder, click on the New Folder button.  To add a report to the new folder, highlight the folder before using the Add to Favorites button.

 

View/List of all reports:

 

Project Management

proj mgmt reports

 

Accounts Receivable

ar reports

 

Accounts Payable

ap reports

 

General Ledger

gl reports

 

Inventory

invent reports

 

Time Billing

Time billing reports

 

Glossary Listings

glossary listing reports

 

Mailing Labels and Envelopes

mailing label reports