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Where to find it
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A typical report screen
- Choose the From and To dates (or one As On date).
- Set any filters or tick-boxes.
- Press OK to fill the grid.
- Read the totals at the bottom.
- Press Print, Excel or Whatsapp where available.
The Print dialog
Pressing Print opens a small dialog. Choose a Format (the + button adds another), then Print, Preview, Email, Whatsapp or Excel.
Key points
- Preview first, then print: it saves paper.
- One report can have several formats; custom ones are added in Help › Report Builder Tool.
- Whatsapp sends the report to the party's mobile number saved on the account.
Buttons you will meet on report screens
| OK | Runs the report for the dates and filters you chose. | Select All | Ticks every row so Print, SMS or Whatsapp act on all of them. |
| Opens the Print dialog: format, preview, email, WhatsApp, Excel. | Grouped / Expand | Show only group totals, or open the groups down to single accounts. | |
| Excel | Exports the grid to a spreadsheet for your accountant. | Whatsapp / SMS | Sends the ticked rows to the mobile numbers saved on the accounts. |
| Search | Finds a name or number inside the report. | New | Opens the related entry screen to make a new entry. |
TipUse a short date range while checking. A full year of entries is slow to load and long to print.
Good to knowA button that does not appear on a report is simply not part of that report. Excel export needs Microsoft Excel on the PC.