2. Modifying reports
Once you have selected a report and its screen appears, you can modify the display to suit your requirements using the appropriate buttons on the button bar.
On selecting a report, the screen displays. Modify the display to suit your requirements using the appropriate buttons from the button bar.
If you select the buttons using the keyboard, the conventions are:
F (n): - Press the F (n) key
F (n): - Press Alt + F (n)
F (n): - Press Ctrl + F (n)
(Alt + F1) F1: - Detailed/Condensed
Adds a further level of detail to the report, or condenses the report to a higher level of detail.
Enables you to change the period of the report by specifying new from/to dates.
If you have more than one company selected, this button enables you to change companies to display the new company data in the current screen format.
F4: to F10:
The functions performed by these buttons vary from report to report.
F11: Company Features
This button is not related to displaying reports but to selecting options that affect voucher entry. The screen it displays must not be changed during training.
This button is very relevant to displaying reports and enables you to define the report-specific options you wish to use. For example, depending on the report you are in, you can specify whether it should be in horizontal or vertical format, show percentages, show gross profit, show opening and/or closing balances, change the periodicity, change the sorting method, and so on.
This button enables you to filter the information you see displayed based on monetary value. For example, you can specify you only want closing balances greater than Rs.5,000.
This button enables you to filter which vouchers you wish to be used in the calculations. For example, you can specify you only want vouchers having a narration containing the expression ‘Swayam Computer Education’.
This button enables you to add another column to the report to display comparable information for another company, or for a different period for the same company, all on the same screen.
This button enables you to alter the details of a new column you have previously created, for example, the date range. You select the column to alter by positioning the cursor in it prior to selecting the button.
You use this button to delete columns you no longer wish to see in the report.
You use this button to add multiple columns to a report, for example, columns for each month, or to accommodate several companies. You can also have a total column for the total of each item across all columns.