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ACS Accounts Receivable includes a number of pre-defined reports that you can customize and print. To determine which information displays on the report, click Customize.

 To print pre-defined reports
  1. Under Generate Reports, click the Reports tab.
  2. Select Accounts Receivable from the drop-down list and click Go .
  3. Click to expand the categories on the left side of the window and see the list of reports.
  4. Select the report you want to run. If additional options such as a View or From/Through display in the Report Options section, enter those choices as well.
  5. Click Preview.
  6. You can also print, e-mail, or search the report using the buttons in the report toolbar. For more information, see the button descriptions below.

Button

Description

To print the displayed report, click here.

To e-mail the report using your default e-mail application, click here. You have a choice of output options:

  • Adobe Acrobat Document — This e-mails the report as a .pdf file attachment that the recipient can open in Adobe Acrobat Reader.
  • Microsoft Excel Worksheet — This e-mails the report as a .xls file attachment that the recipient can open in Microsoft Excel.
  • Rich Text Word Document — This e-mails the report as a .rtf file attachment that the recipient can open in Microsoft Word.
  • Rich Text Document — This e-mails the report as a .rtf attachment that the recipient can open in most word processing applications.
  • Report Emulation Text File — This e-mails the report as a .txt attachment that the recipient can open in most word processing applications. Formatting is lost, but columns are preserved.
  • Printer File — This e-mails the report as a .prn file. A .prn file contains instructions that are recognized by PostScript output devices, typically printers.

To copy the page as it displays in the Preview pane, click here. You can then paste it as an image into another application, such as a word processing program.

To regenerate the report using the latest data, click here.

To search the report for specific listings, click here. Enter the word or phrase you want to search for, then click the magnifying glass. Use the arrow buttons to the right to examine each instance of the entry.

To change the report's margins, paper orientation, headers, and footers, click here.

To set the font type and size used in the report, click here.

Use these buttons to view different pages of the report. Click   and   to display the first and last pages of the report. Click   and   to move to the previous and next pages of the report. You can also enter a page number in the text field.

Click the drop-down arrow to change the magnification of the report, zooming in or out as needed.

To change the content of the report and save your customizations for future use, click here. Use the Options tab to change the information retrieved by the report. Use the Customer Search tab to narrow the list of records that are a part of the report.

If you plan to run the altered report in the future, you can change the Title, click OK to re-run the report, then click Save. Your customized report is now saved as a sub-listing under the original in the reports list.

To save these customized settings if you intend to run the same report in the future, click here.

You can enter your own report title and description to help identify the customizations later. Select Public if you want other users to have access to the report.

To close the report, click here. The program and report window remain open.



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