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.


The following links go to Help pages about each of the items on the Reports menu. The pages for the report sub-menus include descriptions for each report (basically the same descriptions that you can see in the Report Browser).


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

The Reports ⇒ Administrative 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.


This topic was last edited on Mar 23, 2023