Reports > Producing reports
To display and print reports
1
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
2
Select the report you want to display or print and click Display. The Report Display window appears.
a
Select Screen Report in the View field.
4
5
Select Print Preview from the View list in the report toolbar.
6
If you want to save the new report layout as a custom report, click Save As. This new format will be available from the Custom tab of the Index to Reports window.
7
Click Print.
To save reports as files
1
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
3
4
Click Send To and choose one of the following file formats:
PDF (Portable Document Format). If you save a report as a PDF file, the person who receives the report must have software, such as Adobe Reader, that is capable of opening a PDF file.
HTML. When you save a report in HTML (HyperText Markup Language) format, the report can be viewed in browsers such as Microsoft Internet Explorer.
Tab-Delimited Text FileWhen you save a report in tab-delimited text file format, fields in the report are separated by tab spaces. Tab-delimited text files can be opened by most word processing and spreadsheet software.
Comma-Separated Text FileWhen you save a report in comma-separated text file format, fields in the report are separated by commas. Comma-separated text files can be opened by most word processing and spreadsheet software.
Simple Text File. When you save a report in simple text file format, fields are separated by spaces so the appearance of the report is as similar as possible to a printed version of the report. Simple text files can be opened by most word processing and spreadsheet software.
5
In the Save window, specify a name and location for the file and click Save.
To send reports by email
1
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
3
4
Click Send To and choose Email. The Email window appears.
5
In the Name field, type or select the individual or organization you want to send the report to. If necessary, add or change the email address.
6
In the Cc and Bcc fields add additional emails to send copies to others.
7
Enter the Subject and Message of the email.
8
Click Send. The email is sent to your email software’s outbox with the report attached as a PDF file.
To view reports in Microsoft Excel
1
Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
3
4
Click Send To and choose Excel. Microsoft Excel starts and the selected report appears.
If you modify the Excel templates, do not move the [[Tbl:Body Table]] field. This field must be located in Column B, row 11, in order for each report’s total amounts to be calculated correctly. If you move [[Tbl:Body Table]], the totals will be inaccurate.

More help options

Top of page