Tips About Reporting

As the tax season is upon us, many customers are running reports and analyzing last year's receivables. Often customers ask for reports which only show certain information. For example, the other day someone wanted a report which showed all of the payments made by credit card.

payment report

To create this report I went to the main screen in Probill and selected Reports > Search or Print Old Payments.  I changed the date range to show the full year of 2012 (start date 1/1/2012 - end date 12/31/2012) and elected not to show credits by unchecking the box next to them. A long report was created showing all of the payments made in 2012. 

 

 

 

The next step was to filter the report to only show the information I wanted. To do this I simply selected the little hand symbol at the top of the screen and the selected "New".

 

 

 

Choose the field I wanted to filter by (in this case rpt.txtTransactionReference)

 

 

payment report by transaction reference

Then I used the drop down menu to filter the report by all payments with a transaction reference beginning with *cc and selected add.

 

 

 

 

Upon clicking Ok a new report was generated showing only those payments made by credit card (as denoted by the *cc at the beginning of the transaction reference). 

payment report

 

You can use this same process to filter any report by anything that is on that report!

Some other things to note about reports:

  1. Almost all reports will be organized by the way your customer database is sorted. For example, if you typically have your customer database sorted by customer number and you pull a list of all of your customers they will be sorted numerically by customer number. Exceptions to this are any reports that need a date range before viewing. These reports such as, Search or Print Old Invoices, are always organized by date.
  2. The binoculars at the top of the report allow you to search the report for something specific, such as a particular invoice number or customer name.
  3. The envelope with the red arrow allows you to export the report into Excel - Simply click the envelope scroll down in the Format box and select Excel. Then change the Destination to Application > Click Ok and choose where you want to save the file to.
  4. Clicking on a particular item on a report will give you more information about it. For example, if you run a sales report and double click on a particular category, it will give you a list of all the invoices created in that category.
  5. Keep in mind that the date of invoices in a report is based on their due date.
  6. If you would like to view a list of all of your customers choosing Print Customer Records will not immediately start printing this list. It will let you choose whether you would like to print by Premise or Billing Location and then give you a list of this information like the other reports. 

 

 


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 fatihin nurul
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 sander
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Published on Jul 13, 2017, from fujian
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