What's new

What's new

Setup

Setup

Security

Security

Maintenance

Maintenance

Everyday tasks

Everyday tasks

Period-end tasks

Period-end tasks

Reports and forms

Reports and forms

Importing/exporting

Importing/exporting

-------------

-------------

Glossary

Glossary

Topics

Topics

Site Tools

Site Tools

Search

Search

Reports and forms

To choose information you want to include on a report

The Index to Reports window should be displayed.

1. When you find the report you want to use, highlight it.



2. Click the Customize button at the bottom of the window.



3. In the Report Customization window:

• Make selections for the general filters that appear in the top portion of the window. (Using report filters)

• Click the Advanced Filters tab and make entries or selections that further limit the information on your report. (Using the Report Fields tab (Report Customization window))

• Click the Finishing tab and make selections to include or exclude certain additional information on your report (company name or address or report date and time, for example). (Using the Finishing tab (Report Customization window))

4. Click OK.

You can now print or display the report with the Customization you selected.

Related topics

• Working with custom reports
• To create a custom report
• Using report filters