Banking Reports

The Report Center includes essential report publishing tools to aid in producing reports for the Banking Module.

 

 

 

 

 

 

 

 

 

 

 

Steps

VIEW THE REPORT CENTER FROM THE BANKING MODULE



  1. Go to the Banking Module.

  2. Click on the Report Center button to display the Report Center screen.

 




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SELECT THE REPORT TYPE TO PRINT

  1. In the Report Explorer on the left side of the interface, you will find various reports that you can print grouped according to report category. The report categories are as follows:

     


    1. Templates

      Document Templates includes most of the Form reports for the forms in the Accounting Module e.g. Prepayment and Accrual forms. Clicking on Print button in these forms would print the same as in the reports in the Document Templates category.

    2. System Reports

      Transaction reports include Summary reports for each transaction e.g. all posted journals, all unposted journals.

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PRINT THE REPORT

  1. From the Report Center, select the report in the Report Explorer.

  2. Click on the Print button from the Category header. The Print Dialog window will display.

  3. Select the Printing Destination and specify your printing preferences.

  4. After setting your report preferences, click on the Print button to:

    1. Print the report

    2. Send to email or fax 

    3. Display the report preview 

    4. Print via lowest cost route


    The Report Center makes printing reports easier.
    To find out more about this topic, see more: Using the Print Dialog Window.



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GETTING AROUND THE REPORT CENTER INTERFACE

To know more about how to work with the Report Center interface, see more: Getting Around the Report Center Interface.




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CUSTOMIZE THE REPORT LAYOUT

  1. From the Report Explorer, select the report in the Report Center

  1. Click Edit > Report Designer button from the General menu group. Editing options for your selected report will be available. 


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MAKE YOUR OWN CUSTOM REPORT



From the Report Center, click on the New drop-down button in the Data menu group. There will be options for you to choose from:
  • New Report - This lets you create a report from scratch

  • New Report from Template - This lets you create a report from the existing templates available in the Report Center

  • New Report from Wizard - This lets you create a report by opening up a Wizard to guide you through several options



To know more about how create new reports, see more: Creating Custom Reports.



See Also: Modify Existing Reports | Report Explorer



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  • Thursday, 25 October 2012