Contents - Index

Reports

This contains predefined reports for reporting your data. (Only data from the current company will be reported.) 

Page Layout
This screen is used provide report for the income and expenses entered. Reports are limited to the date range provided at the top of the screen. Use the buttons immediately underneath the date range to set the date range to the setting on the button.

You may limit the report to a specific tax year.

You may limit the report to only income entries, or only expense entries.

You may limit the report to specific categories.

Dates on the reports will default to U.S. mm/dd/yyyy format. You may select a different format in Defaults maintenance.

(Note: The year buttons will set the date range to the fiscal year.)

Running a Report
To run a report, select the desired report listed under "Reports Available." You may specify a report subheading, if desired. Then, click one of the three buttons below the list of reports.
  • This will preview the report.
  • This will send the report directly to your printer.
  • This will send the report as a PDF attachment to an e-mail. See the e-mail send screen for more details.

    Exporting
    Follow the same steps for creating a report. Then, click the Export Income & Expense as CSV button.

    This export will create a comma separated value file with the following layout:
  • Company Number
  • Year
  • Month
  • Day
  • Date
  • Category
  • Description
  • Amount
  • How Paid Type
  • How Paid Code
  • Memo
  • Tax Year
  • I or E for Income or Expense
  • Amount (signed). Income will be negative and expenses will be positive.
  • Income only
  • Income only (signed)
  • Expense only

    Text fields will be wrapped in double quotes. Any embedded double quotes will be replaced with a space.