Overview of report details

Filters allow you to choose specific pieces or ranges of data that can be included on a single report. They can be applied to the report by selecting them in the Report Customization window.

General filters provide a basic definition of the report and appear in the area of the window above the three tabs.

Advanced filters appear in the Advanced Filters tab and further refine the information you choose to include in the report.

Subtotals / Totals

Most reports contain statistical information. A total of every column may not be meaningful, but for many it is. This list points out for which columns totals are provided.

In some reports, subtotals are also useful. For example, in a report that lists sales transactions by customer, you might see a subtotal of sales for each customer, then a total of all sales for all customers. This list points out for which columns subtotals are provided and how the subtotal is defined (for each customer, for example).

Sorted by

Every report presents its information in a particular order; date order, for example, or arranged numerically by invoice number or alphabetically by customer name. There may also be a secondary order; for example, transactions may be listed by date, then alphabetically by customer name for each date.

More Report Fields

All the fields available for a report are listed in the Report Fields tab of the Report Customization window. Those that are included in the standard version of the report are already marked by default. For many reports, there are other fields you can add to the report but are not preselected. These additional fields are listed here.

You can mark any field you want to add to the report. You can also unmark preselected fields that you don’t want included in your report.

Finishing Choices

The Finishing tab of the Report Customization window lists a variety of options you can select that affect the formatting of the report, the inclusion or exclusion of certain kinds of information, the way the system works when you print the report and the listing of the report in the Reports menu.

All other options that are available for the selected report are listed in this section.

View transaction source

You can open the source transaction window of the information in many fields in reports. Roll the cursor arrow over the field and, if the drill-down feature is available for that field, the arrow changes to a magnifying glass; click while the magnifying glass is displayed to open the source window.

For each field with this feature, the source window is listed.

Reports List

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