To create reports from the main program menu go to Reports.
State the conditions of the records you want to include to the report and click Run.
To select the condition one the required field and use left/right arrows to change the needed condition.
Create report.
Caption: enter the name for the report so you can run it later.
Date: set the time interval. There are different date criterions that it's possible to set. To change the conditions use the right/left arrows.
Amount: set the conditions for amounts of transactions.
Selecting Amount Criteria:
* All values - The report includes transactions with any amount.
* Less - Includes transactions that are less than the amount specified.
* Less or Equal - Includes transactions that are less or equivalent to the amount specified.
* Equal - Includes transactions that match exactly with the amount specified.
* Not Equal - Includes transactions that do not include the amount specified.
* Greater Than - Includes transactions that are greater than the amount specified.
* Greater Than or Equal - Includes transactions that are greater or equivalent to the amount specified.
Account: Check all accounts you want to include to report.
Type: choose the account types you want to include to report.
Category: check categories. Only transactions associated with the selected categories will be chosen to be displayed in report.
Pay: enter the names of the persons/companies that you were paying to or from which you were receiving
Pay, Ref, Class, Note Criteria:
* All Values - The report includes transactions with any name.
* Is - Includes transactions that match exactly with the text specified. (Case however is ignored)
* Begins with - Includes transactions that begin with specific text.
* Contains - Includes transactions that include specific text anywhere within the name.
* Is not - Includes transactions that do not equal the text entered.
* Does Not Contain - Includes transactions that do not include specific text anywhere within the name.
After you have set the parameters for the report click Run to view report or OK to save the parameters of the report and go back to main menu.