Lesson: Reports

This describes how to produce reports. Below is an example of the report screen which simply produces a list of all the transactions with an invoice date between the given dates..





This report form can be found at the top of the main window. Notice in the picture above that 'Report' button is highlighted among the buttons at the top of the screen. It was this button I pushed to show this 'Report' window. For the purposes of this lesson, I then chose 'Tranaction Report' but I could have chosen any of predefined reports because they all work very similar.

In this example screen shown above, you see in the text area the beginning of the report I produced by pressing the 'Get text only report' button.

In the example screen shown below, you can see the first page of the report I produced by pressing the 'Get report' button. This is a print preview screen and it has its own menus for printing, page setup, and file saving into Excel, PDF, CSV, HTML and text formats. The PDF file is a very high quality format. The Excel, CSV, HTML, and text file saving formats from this screen are rather poor quality. If you want a good quality text format then you should press the 'Get text only report' button as shown in the example above.

All the fields described

Report

This is a list of all the predefined and personally defined reports available. Select here the report you want to see.

Company

This report will only do one company at a time.  Normally, you choose the company you want to work with when you first start Lazy8 Ledger. That company you chose is shown here. To change this company, you must restart Lazy8 Ledger.

Period

The period is two dates that are the suggested start and end dates for this report. You may however, overide these dates by changing the two fields below.

Start date

This report will print all transaction in the accounts between the given start and stop date where the start and stop date will be applied to the Invoice date field you entered in DataEntry->Transaction.  There must exist records bettween these two dates, otherwise there will be no report.

Stop date

This report will print all transaction in the accounts between the given start and stop date where the start and stop date will be applied to the Invoice date field you entered in DataEntry->Transaction.  There must exist records bettween these two dates, otherwise there will be no report.

Report title

This is the title of the report that will only appear at the top of the report.  This could be blank if you wish

Report header image

This is an image that will only appear at the top of the report.  This could be blank if you wish. The image may be in PNG, JPEG, or GIF format. There is a button 'Browse' to help you browse your directories to find the image. You may also enter a URL here like 'http://www.lazy8.nu/images/lazy8color.jpg' and if you are then connected to internet, you will get a nice lazy8 logo on the top of your report.

Start transaction number

This report will print all transaction in the accounts between the given start and stop transaction number where the start and stop transaction number will be applied to the transaction number field you got from DataEntry->Transaction.  There must exist records between these two transaction numbers, otherwise there will be no report. You may also leave this blank to get all transaction numbers.

Stop transaction number

This report will print all transaction in the accounts between the given start and stop transaction number where the start and stop transaction number will be applied to the transaction number field you got from DataEntry->Transaction.  There must exist records between these two transaction numbers, otherwise there will be no report. You may also leave this blank to get all transaction numbers.

Get text only report

Press this button when all the previous fields are entered.  The report will appear in a seperate word processing window

Get report button

Hitting this button will show a print preview window where you can then print out a high quality report or save the report in many different formats. The font used in this report is decided in the options.

Exit

Exit this screen

Help

Show a full size help screen about this report producing form.

Copyright 2002 Lazy Eight Data HB