Reports Overview - Part 2
Once you’ve chosen the report you want to print and have made the customizations you need, you’re ready to see the finished product. In AccountEdge, there are many ways to work with a report:
Like printing a report on paper, displaying a report on your computer screen is affected by your entries and selections in the Page Setup window. If necessary, use the scroll bars in the Screen Reports window to view the entire report.
You can display only one report on your computer screen at a time. If you attempt to display a report when another report already is displayed on the screen, the first report’s Screen Reports window will close before the second report is displayed.
If you want to email, fax or save to disk the report that’s displayed, you can use the Send To button; the Filters button allows you to determine how much information you want to print; the Design button allows you to choose the fields you want to print; and the Format button allows you to change a report’s appearance.
If you chose to use Microsoft Excel with MYOB OfficeLink when you installed AccountEdge, you can click the Excel button to automatically display your report in Excel. To learn more about using OfficeLink to display reports in Excel, see To view AccountEdge reports in Excel.
You can also view more detail about a particular report by “zooming” to the detail from the Screen Reports window. To do this, move your mouse pointer over a piece of information in the Screen Reports window about which you want to see more detail. The mouse pointer will change into a magnifying glass.
When you see this magnifying glass, click your mouse button; the window used to enter the information you clicked on will appear, displaying the report information in more detail. When you’re finished viewing the detailed information, close the window to return to the Screen Reports window.
Click below for the step-by-step procedure:
To display a report on your computer screen
Once you’ve properly set up your MYOB system, your computer and your printer, and you’ve filtered, designed and formatted the report you want to print, printing the AccountEdge report is a simple task: click the Print button!
There are a number of Print buttons available in windows throughout AccountEdge; only in the Index to Reports window, however, will you have the ability to print all the reports in the MYOB system.
If you’re not sure whether a particular report is the report you want, we suggest that you display the report on your computer screen before you attempt to print the report. If you decide that you want to print the report when you’re viewing it on the screen, you’ll be able to print the report immediately. This feature allows you to preview a report and avoid wasting paper if decide you don’t want the report.
See To display a report on your computer screen, to learn how to preview your report before you print it.
Regardless of the window in which you find a Print button, clicking Print will probably open the standard Print window for your computer and printer, unless you set up your computer to print documents immediately. (If, however, you marked the Always Display Filters Before Printing Reports selection in the Preferences window, the Report Filters window for the report will appear before the standard Print window appears.) The Print window varies, depending upon the type of computer and printer you use; however, many Print windows allow you to choose a range of pages to print.
When you’re satisfied with the information in the Print window, click the Print button to begin printing the report.
Click below for the step-by-step procedure:
If you don’t want to print a report on your printer or display it on your computer screen, you can save it as a file on a disk. When you save a report as a file, you have the flexibility to do whatever you want with the report: you can further modify it using a word-processing program, move it to another computer for printing or simply save it for your permanent records.
Reports can be saved in the following formats:
Tab-Delimited Text File When you save a report in tab-delimited format, the individual pieces of information in the report are separated by tab characters. For example, if the last name Martin and the address 300 Roundhill Drive appear in a report of customer names, a tab character will appear between Martin and 300 Roundhill Drive in the file.
Comma-Separated Text File When you save a report in comma-separated format, the individual pieces of information in the report are separated by commas. For example, if the last name Martin and the address 300 Roundhill Drive appear in a report of customer names, a comma will appear between Martin and 300 Roundhill Drive in the file. (Individual pieces of information that actually contain commas are surrounded by quotation marks.)
Text When you save a report in text format, the individual pieces of information are separated by spaces so the appearance of the report is as similar as possible to a printed version of the report. (The amount of similarity between the file’s appearance and the report’s printed appearance depends upon the type of computer and fonts you’re using in the report.)
HTML Formatted Text File When you save a report in HTML (Hypertext Markup Language) format, the report is saved in a format capable of being viewed in World Wide Web browsers such as Netscape Navigator and Microsoft Internet Explorer.
PDF (Portable Document Format) When you save information in a PDF file format, the information can be viewed using Adobe Acrobat Reader, a free application distributed by Adobe Systems -- www.adobe.com.
Click below for the step-by-step procedure:
To save a report as a file on a disk
While AccountEdge provides a wide range of reports, there may be times when you'll find it more convenient to use Microsoft Excel to create what-if scenarios, budgets and the like. With OfficeLink, you can transfer reports to Excel as easily as you can print them. For more information, see OfficeLink Overview.
Click below for the step-by-step procedure:
To view AccountEdge reports in Excel
Report batches are groups of reports you set up that allow you to print several reports at a time. You can set up report batches to serve a number of purposes. For example, you may wish to create a report batch that contains all your regular monthly financial statements; with a few clicks of the mouse, you can start the printing process so the reports print while you work on other important tasks. Report batches are created and maintained in the Report Batches and New/Edit Batch windows.
Please note that this task requires single-user access. See Single-user file locking for more information.
Printing a report batch is slightly different than printing an individual report. Instead of making entries and selections in a Report Filters window before you print, you’ll use the Report Batches window to choose the reporting period for the batches you want to print.
In the Period list field in the Report Batches window, you can choose any of the months or quarters in the current fiscal year, or you can choose to print information for the entire year to date.
Your selection in the Period list affects different types of reports in different ways. As an example, say you chose January from the Period list.
Click below for the step-by-step procedure:
Reports Overview - Part 2