FAQ's: Generating Reports in Reporter

AE Reporter is opened within AE MAS or AE Accounts. To open Reporter, open the AE MAS or AE Accounts ledger and follow the menu path: Reports > Reporter > Generate Reports. AE Reporter opens outside the AE MAS/AE Accounts window.

Click the Reports tab, and select the reports you wish to generate in the Reporter window. From there, you can preview the report, print reports, and export report information to several file formats.

See Generating reports for more information.

Click the Reports tab, and select the reports you wish to generate in the Reporter window. From there, you can preview reports in the Report Preview window and check the report before printing or exporting to a file.

See Previewing reports for more information.

Click the Reports tab, and select the reports you wish to generate in the Reporter window. From there, you can export reports to *.doc, *.xls, or *.pdf format. This can also be done from the Report Preview window.

See Exporting reports for more information.

You can display reports with amounts rounded by selecting the Apply Rounding checkbox, which is found in the Report Settings option.

See Applying rounding for more information.

You can display account codes on a generated report by selecting Show account codes in the Report Settings option.

See Showing and hiding account codes for more information.

In AE Reporter, you can select different column configurations. In the Reports tab, go to the Column Templates pane, and select the column configuration you wish to use. The report will be generated using the selected column template.

Use the Refresh Ledger Data menu option to refresh the report balances with any changes that have been made to a balance since the report was run. Changes are retrieved from the ledger balances on which the report is being run and displayed in the report.

With this option, you can make changes in your General Ledger software when you have Reporter open, and then click Tools > Refresh Ledger Data to update the balances without having to close Reporter. Refreshing the data updates the report preview.