Reports in AccountingSuite™ are located in the Reports menu. They are broken down by module and are available in the menu for modules included in your edition of AccountingSuite™.
Common Features Across Reports
Export to Excel – Click the Export to Excel button to save the report in spreadsheet format.
Print – Print to a printer with the Print Button.
Settings – contains options for filtering and grouping. Each report has a different set of options that are specific to that report. Note: This button does not exist on all reports. Some reports have a Setup Report button (see below).
Setup Report – Contains additional options for filtering, adding headers and footers. These items may differ depending on the report. Note: Not all reports have this button. Some reports have a Settings button (see above)
Report / Graph toggle – select reports have a Report / Graph toggle button that allows for graphical or tabular data displays.
Drill down – right click an amount, company or other field and choose drill down to see the transactions or entries related to the cell that was clicked. For example, clicking a total in a Sales Report will drill down to the transactions that make up the total.
To run a report :
Navigate to the appropriate module in the Reports module and choose the report to run.
Choose a time range in the Period dropdown (if applicable). For custom date ranges, choose Custom and enter Start and End dates. Note:This setting differs per report. Some have a date range, others a single date and other a period selection.
Click Settings or Report Setup and choose report filtering needed.
Click Run Report.
Export to Excel by clicking the Export to Excel button. (optional)