The Reports Menu

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   The Reports Menu

There are two ways to select the built-in reports:

 

with the Report Browser, which allows you to select from a tree of reports, and see descriptions for them before you run them, or

with the Listing, Summary and other sub-menus of the Reports menu.

 

Both of these ways include all of the same built-in reports. The Report Browser is better for learning which reports are available, and what they do, whereas the sub-menus are better for quickly selecting a report when you already know which one you want.

 

Using the Report Browser

The Reports ⇒ Listing Sub-Menu

The Reports ⇒ Summary Sub-Menu

The Reports ⇒ Details Sub-Menu

The Reports ⇒ Fund Sub-Menu

The Reports ⇒ Banking Sub-Menu

The Reports ⇒ Vendors and Bills Sub-Menu

The Reports ⇒ Accountant Sub-Menu

Custom Reports

Memorized Reports

 

The Listing sub-menu contains various lists of information, such as the Chart of Accounts.

 

The Summary sub-menu contains reports that show general summary financial information, such as the Income Statement and Balance Sheet.

 

The Details sub-menu contains reports that show transaction details, organized in various ways.

 

The Fund sub-menu contains summary and detail reports, split out by fund.

 

The Banking sub-menu contains reports related to your banking activities, such as reconciliations.

 

The Vendors and Bills sub-menu contains reports related to vendors, bills, and your accounts payable.

 

The Accountant sub-menu contains reports for your accountant, such as the trial balance and audit trail.

 

The Custom Reports option allows you to create custom reports with up to 4 columns, each for their own range of dates. Each column can be Income and Expenses, Budget, or a Difference between two previous columns.

 

The Memorized Reports option allows you to re-run reports memorized from the report viewer, Custom Reports, or via the Database ⇒ SQL Select menu option. For the latter two types, it also allows you to further edit their definitions.