Tips for AccountRight Reports

Producing reports
You can print, email or fax reports, output them to various file formats or export them to other software for further modifications.
To display and print reports
1 Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
2 Select the report you want to display or print and click Display. The Report Display window appears.
3 If you want to rearrange or resize columns:
a Make sure that Screen Report is selected in the View field.
b To rearrange a column, position the cursor over the column header until the cursor changes to the hand icon ( ), then drag the column header to a new position.
c To change the width of a column, position the cursor over the icon of a column header and then drag it to change the column’s width. Only columns that have this icon can be resized.
4 If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
5 Select Print Preview from the View list in the report toolbar.
6 If you want to save the new report layout as a custom report, click Save As. This new format will be available from the Custom tab of the Index to Reports window.
7 Click Print.

To save reports in other formats
You can save reports in various file formats (such as .pdf, HTML, .txt, etc.) so that they can be viewed and edited in other programs.
1 Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
2 Locate and select the report you want to display.
3 If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
4 Click Send To and choose one of the following file formats:
▪ PDF (Portable Document Format) If you save a report as a PDF file, the person who receives the report must have a PDF viewer, such as Adobe Reader, to view the report.
▪ HTML When you save a report in HTML (Hypertext Markup Language) format, the report can be viewed in World Wide Web browsers such as Microsoft Internet Explorer.
▪ Tab-Delimited Text When you save a report in tab-delimited text format, fields in the report are separated by tab characters. Tab-delimited text can be opened by most word processors and spreadsheets.
▪ Comma-Separated Text When you save a report in comma-separated text format, fields in the report are separated by commas. Comma-separated text can be opened by most word processors and spreadsheets.
▪ Simple Text File When you save a report in simple text format, fields are separated by spaces so the appearance of the report is as similar as possible to a printed version of the report. Simple text can be opened by most word processing and spreadsheet software.
5 In the Save As window, specify the file name and location, and then click Save.

To send reports by email
You can save reports in various file formats (such as .pdf, HTML, .txt, etc.) so that they can be viewed and edited in other programs.
1 Go to the Reports menu and choose Index to Reports. The Index to Reports window appears.
2 Locate and select the report you want to display.
3 If you want to filter the data and refine the appearance of the report, click Customise. Customisation is explained in detail in Customising reports.
4 Click Send To and choose one of the following file formats:
▪ PDF (Portable Document Format) If you save a report as a PDF file, the person who receives the report must have a PDF viewer, such as Adobe Reader, to view the report.
▪ HTML When you save a report in HTML (Hypertext Markup Language) format, the report can be viewed in World Wide Web browsers such as Microsoft Internet Explorer.
▪ Tab-Delimited Text When you save a report in tab-delimited text format, fields in the report are separated by tab characters. Tab-delimited text can be opened by most word processors and spreadsheets.
▪ Comma-Separated Text When you save a report in comma-separated text format, fields in the report are separated by commas. Comma-separated text can be opened by most word processors and spreadsheets.
▪ Simple Text File When you save a report in simple text format, fields are separated by spaces so the appearance of the report is as similar as possible to a printed version of the report. Simple text can be opened by most word processing and spreadsheet software.
5 In the Save As window, specify the file name and location, and then click Save.