Get started

HTML Wrap

class	section group

HTML Wrap

class	col span_3_of_5

When you prepare reports, you can easily modify the format, content and appearance of a report, and export it to a different format. You can also create customised reports that suit the specific needs of your business and save them for future use.

UI Expand

expanded	true
title	To display a report

Anchor
1149111
1149111
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
Click the tab corresponding to the type of report you want to display. A list of report headings appears.
Click the required report group and then click the report you want to display.
Enter or select the date range or period for which you want to view the report. Note that this option is not available for some reports.
Click Display Report. The Report window appears.
UI Text Box
type tip
Click Advanced Filters to select more filters
If you want to select more report filters before generating the report, click Advanced Filters in the Index to Reports window.

If you want to filter or modify the report, click the appropriate tab of the window. Each tab shows customisation options.


A	Click the Filters tab to sort and filter the information that appears on the report. After selecting your filters, click Run Report to apply the changes. See Filtering data in a report.
B	Click the Insert/Modify tab to add or remove report fields, insert a picture or include additional text. See Customising reports.

For detailed information about modifying reports, see Customising reports.

Go to Printing, saving and sending a report.

UI Text Box

UI Children
indent 5px
columns 2
display block
type flat
printable false
separator pipe

HTML Wrap

width	15%
class	col span_1_of_5

HTML Wrap

float	left
class	col span_1_of_5

Panelbox

name	green
title	Related topics

HTML Wrap

class	sidebarlinks

Saving reports in other formats

Customising reports

Page tree

Versions Compared

Old Version 1

New Version 2

Key

Was this information helpful?

Why not?

How would you improve this topic?

Thanks! Anything you'd like to add?

Get started

Company file

Work with others

Banking

Emails & printing

Items

Employees (AU)

Suppliers

Customers

Reporting

EOFY

Tips & tricks