The User Defined Report allows the user to run a report on any chosen account for a set period to view/query the history of transactions making up the account's balance.
To generate the report, follow the below steps:
- Navigate - Navigate to Reports> User Defined Reports.
- Date Range - Please enter the required period for which you would like to see the results.
- Nominal Account - Click the drop-down menu to see a list of all your nominal accounts. Or, Type the first letter of the nominal account the second letter etc. until the correct nominal account appears.
- Select Transaction Type - You can opt to select a particular transaction type if required.
- Prepare - Click Prepare to run the Report.
- Sort by Date - The report returns the sales entries in the sequence entered, from which you will see the very last entry entered. It may be preferable to Sort by Date to view the sales in date order.
These reports are available to Print or to Copy to a worksheet database.
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