CK can create reports, which are summaries or listings of account data. Reports are saved as TEXT-type files. In addition to allowing you to find out much-needed answers (like, "How much did I spend on shareware in February 1988?"), you can also export CK data to other programs, like spreadsheets, databases, or tax-programs.
The (Reports…) command is under the COMMAND menu. Selecting this item displays the Report Setup dialog. This is where you specify the kind of report you wish to create.
In the box labelled "Title" you can set a name for the report.
The box labeled "Report Type" is where you select the kind of report you wish to make. The different kinds are:
Entries Reports
Categories Reports
Budget Reports
Tax Reports
The different kinds are explained in their own help sections.
The box labeled "On Categories" allows you to specify which categories the report will cover. The default is all categories. If you wish to report on one or a few categories, click "Those Selected", then highlight in the list the categories you want. Shift-click to extend a selection, command-click to select separate categories.
The box labeled "On Entries" is where you choose which entries you will report on. The default is all, but you can choose only posted entries, only unposted, etc.
The box labeled "Report Covers" is where you choose the part of your account you wish to report on. The default is all, but you can choose to report on the account between 2 dates, 2 check nums, or 2 entry nums (entry nums refers to the order of entries in their lists, as shown in the Make Entries "This entry #.. of .." display).
When you have everything the way you want, click "Do It". When the report is complete, it appears in its own window. CK allows up to 6 report windows on the desktop, assuming sufficient memory. The report can be printed or saved. Once saved, reports CANNOT be opened again by CK - but since reports are standard TEXT files, they can be opened, edited and printed by any word processor.
Please NOTE!! Certain reports end with lines showing "Total Credits", "Total Debits", and "Total". These refer to the totals for that REPORT only, not the totals for the entire account!!
Under MultiFinder, report generation can run in the background.
