To Run your Bank Account Reports
1. From the Bank Accounts window click Reports.
The Bank Reports window appears.
2. From the Layout list box window, select the report you wish to run.
3. Select an option from the Output type area to specify the type of report output you require; Preview, Printer, File or E-mail.
4. To generate the report, click Run, or click Close to exit the Reports window.
Depending on which report you selected, the Additional Criteria window may appear. This includes only those criteria that are appropriate to the report selected. From here, you can select to limit the number of transactions you preview. Enter a number of transactions you wish to preview in the Limit Preview Results box. If you leave the value as 0 all of the transactions will be listed.
If you selected to preview the report, the Preview window appears showing your report. If you are satisfied with the report, you can send it directly to the printer by choosing the Print button.
If you selected to print the report to a file, the Windows Save As window appears. Select a directory in which to store the file (the default is c:\Program Files\Line50\reports\à, with the relevant area that relates to that report, e.g. the Bank Receipts report is held in c:\Program Files\Line50\reports\bank) and enter the filename in the File Name box. You can also select the type of file you wish to create. Using the æSave File as TypeÆ drop-down list box, select the Sage Line 50 Report Format, Microsoft Write format, Text file format or Comma Separated Value (CSV).
Further information about CSV files, see the Comma Separated Values help topic.
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