- In the navigation panel, go to Reports then Form Reports.
Type the name of the report your are looking for in the search bar. A list of will appear.
- Select the report you wish to run.
In the Parameters tab, click Show Report Using Parameters. The Parameters window will display. The parameters you need to enter depend on the report you have chosen.
All reports have different filters and can be filtered as required. Below is an example of how to run a report.
For the Statement of accounts (category cards> Statement of Account) enter the "statement date" to view the correct report, enter customers name in the start and end customer or alternatively leave it blank to see all customers.
Enter the desired parameters, then click OK. The selected report displays in the Preview window.
- You can print, email or save the report.