Reports > Producing reports
You can print, email or fax reports, output them to various file formats or export them to other software for further modifications.
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Select the report you want to display or print and click Display. The Report Display window appears.
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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.
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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.
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If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
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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.
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Click Print.
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You can save reports in various file formats (such as .pdf, HTML, .txt, etc.) so that they can be viewed and edited in other programs.
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If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
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Click Send To and choose one of the following file formats:
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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.
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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.
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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.
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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.
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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.
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When you send a report by email, the report is saved as a PDF file and attached to the body of the email message. Your recipient needs a PDF file viewer, such as Adobe Reader, to view the report.
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If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
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In the Name field, type or select the individual or organisation you want to send the report to.
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Click Send. The email is sent to your email program’s outbox with the report attached as a PDF file.
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Send the email and attachment from your email program as you would normally.
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If you have fax software installed on your computer, you can send your reports by fax. Windows XP includes fax software; for more information, see Windows Help.
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To limit the data that will appear in the report, click Customise and specify the data you want. For more information, see Customising reports.
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In Excel, you can open reports that you have saved as tab-delimited files, comma-separated files or unformatted text files.
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If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
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Each report in your AccountRight software has a corresponding Excel template. All Excel templates are stored in a folder named Spredsht, which is located in your AccountRight software folder. You can modify these templates if you want.
For a list of the Excel templates and the reports they correspond to, see Microsoft Excel templates.
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.
Also note that if you want to perform additional calculations using the exported report data, you should either create a macro that will perform the calculation after the report is imported, or place your reference fields on a separate spreadsheet and update it after the report is imported. Please refer to your Excel documentation for more information.