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Useful InformationMost 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 |
Accounts List Lettings Report
This report provides a list of all invoices
, receipts and credit notes - unconfirmed invoices will be indicated by an asterisk
Click on the Lettings tab
Click Reports
Select Accounts list
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
For further help see:
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