Show/Hide Left Menus Financial Reports
Reports are where information is organized to be viewed, printed, emailed or saved.On this page:
Table of contents
Step 1 — Open the Financial Reports screen
- From the Main Menu screen select Reports, then select Financial Reports.
Step 2 — Make your selections
There are a number of selections you need to make:- Report Name: Select the report which you would like to view/print.
- Company - Select the Accounting Company
- Chart of Account - Select the desired Chart of Account or All Accounts. Use the default All Accounts for the Balance Sheet Report. For some Reports a Chart of Account Selection is not applicable or necessary.
- Date Range: Select a start and end date. For some Reports a Date Range is not applicable or necessary.
- From: Select the start date from the drop-down box.
- To: Select the end date from the drop-down box.
- Each of the following options can be adjusted in all Reports, by selecting from its drop-down box.
| Field_Name | Possible_choices | Description | Default choice |
| Paper Size | Letter, Legal | The Report will fill this size paper | Letter |
| Font Size | Large, Medium, Small, Extra Small | The size of the text in the Report | Small |
| Report Type | Acrobat, Word, Web Page, Excel | The generated Report will be a file of the selected type | Acrobat |
| Action | Preview, Print, Save, Email | Preview shows the Report on your screen, Print sends it to your printer, Save saves it as a file on your computer that you select through a Save As window, Email uses your computer's default e-mail setup to e-mail the Report. | Preview |
Step 3 — Generate the Report or Cancel
- Press Go to generate the Report and process it with your selected Action.
- Press Print to automatically print the Report, no matter what Action you selected.
- Press Cancel to close the screen wihtout generating a report.
Note: You can custom edit your report. Simply set Report Type to Word or Excel, and Action to Preview. Then the report will open in Word/Excel, where you can make any changes. Be sure to save your work within that editor.
Return to Accounting
Category: Accounting
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wiki page:
- Deposits
- Deposit Items
- Purchase Orders
- Accounting Toolbar
- Chart of Accounts
- Accounting Setup
- Create New Accounting Company
- Accounting Settings
- Transaction Editor
- Vendors
- Opening Balances
- Batch Delete Transactions
- Batch Add Transactions
- Set up opening or starting balances
- Accounting
- When should I use Accounting Periods
- Transactions screen
- Custom Monthly Charges
- def general ledger
- Change Accounting Period
- Company Information
- Customers
- Choose Company
- Bank Reconciliation
- Company Defaults
- Financial Reports
- Integrated Accounting
- Ledger Details
- Payments
- Purchase Invoices
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