Producing 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.

3	If you want to rearrange or resize columns:

a	Make sure that Screen Report is selected in the View field.

b	To rearrange a column, position the cursor over the column header until the cursor changes to the hand icon (), then drag the column header to a new position.

c	To change the width of a column, position the cursor over the icon of a column header and then drag it to change the column’s width. Only columns that have this icon can be resized.

4	If you want to filter the data and refine the appearance of the report, click Customise. Customising is explained in detail in Customising reports.

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.

1	Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

2	Locate and select the report you want to display.

3	If you want to filter the data and refine the appearance of the report, click Customise. Customising is explained in detail in Customising reports.

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 a PDF viewer, such as Adobe Reader, to view the report.

▪	HTML When you save a report in HTML (Hypertext Markup Language) format, the report can be viewed in World Wide Web browsers such as Microsoft Internet Explorer.

▪	Tab-Delimited Text When you save a report in tab-delimited text format, fields in the report are separated by tab characters. Tab-delimited text can be opened by most word processors and spreadsheets.

▪	Comma-Separated Text When you save a report in comma-separated text format, fields in the report are separated by commas. Comma-separated text can be opened by most word processors and spreadsheets.

▪	Simple Text File When you save a report in simple text 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 can be opened by most word processing and spreadsheet software.

5	In the Save window, specify the file name and location, and then click Save.

1	Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

2	Locate and select the report you want to email.

3	If you want to filter the data and refine the appearance of the report, click Customise. Customising is explained in detail in Customising reports.

4	Click Send To and choose Email. The Email window appears.

5	If you want to, add or change the email address.

6	In the Name field, type or select the individual or organisation you want to send the report to.

7	Enter the subject and message of the email.

8	Click Send. The email is sent to your email program’s outbox with the report attached as a PDF file.

9	Send the email and attachment from your email program as you would normally.

1	Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.

2	Select the required report.

3	If you want to filter the data and refine the appearance of the report, click Customise. Customising is explained in detail in Customising reports.

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 15, in order for each report’s total amounts to be calculated correctly. If you move [[Tbl:Body Table]], the totals will be inaccurate.