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Useful Information

Most reports in the Lettings menu allow you to select between a Presentation style and a data sheet style
The Presentation version of the report provides a printer-ready formatted report
The Data style provides a data grid for easy exporting to Excel

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 income for a date analysed by month

Click on the Lettings tab
Click Reports
Select Invoice analysis by month

To add a Filter click on Add selection criteria ...

Click OK

Select the

required Field

Select the required Condition

Select the required Value

Click on Add to list

Date to start the report
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.