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Most reports in the Lettings menu allow you to select between a Presentation style and a data sheet style To Print the report hover the mouse over the report and select the Print icon from the pdf viewer menu bar |
Invoice Analysis by Month Lettings Report
This report provides a list of all
invoices - unconfirmed invoices will be indicated by an asteriskincome for a date analysed by month
- Click on the Lettings tab
- Click Reports
- Select Accounts list Invoice analysis by month
- To add a Filter click on Add selection criteria ...
- Select the required Field
- Select the required Condition
- Select the required Value
- Click on Add to list
- Click OK
- Click OK
Switch between the following 3 views:
- Presentation style - provides a printer-ready formatted report
- Data report style - provides a data grid for easy exporting to Excel
- Excel - click the Export button to send the data grid to Excel
Note: If the report does not open in the expected format, check that the default program for opening csv format files on your PC is set to use Excel. If necessary consult your IT Support Team.
Data sheet style
Presentation style
