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General 


Two standard forms are used to generate reports.  You may select All (all jobs, employees, plant items, materials) and Selected.

Chosing All results in a report of all entries between the selected dates, or up to a date.

Note:  When using the selected option you must enter a valid code in a field.  If there is  nothing, or a non-existing code  is entered, the report will be blank.



The Selected option reports on the entries for a selected code (in the following case client jobs) that are between the selected dates.



Check the Enter 'From' Date box to display the From date field.  The default is unchecked.  If unchecked the report may be excessively long if you have been using the software for an extended period of time.

The default To  date is today's date.

Both date fields use a calendar to allow selection of the date range.  You can use the keyboard to key in a date.  In that case use the arrow keys to move between the "/" symbols and to increase or decrease the day, month or year.

If the Select Client's job box remains unchecked all client job entries that fit the date range will be printed.  

If the Select Client's job box is ticked the client code entry field and a list of that client's jobs becomes visible.  There must be a valid client code, or uncheck the box if you want all client's jobs.  Otherwise the report will be blank. 

All reports may be saved in Adobe Acrobat reader format if you wish to email them to your accountant.  For example.  Tabular reports can also be saved in Excel format so you can carry out further analysis.  To do so click the floppy disk icon on the preview form.  Then select the format you wish.  If you are going to save reports regularly it would be a good idea to set up a folder and save them there.  Other wise the default folder is, usually, the same folder as the software is installed in.  Using that folder is not a good idea.