Microsoft Office Accounting Professional 2008

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Customising reports

Applies to : Office Accounting Express, Professional

Office Accounting proving a series of different ways you can customise your reports.

Filtering

Office Accounting provides the ability to filter financial reports using a variety of filtering tools,

depending upon the particular report being displayed. Click the Filter Options button on the toolbar to see the filter options for a report.

Filter Options dialog

In the example above, the Profit and Loss report can be filtered by account, department, date range and customer / supplier name.

Show Chart

Office Accounting also offers the ability to chart reports with the click of a button. Simply press the Show Chart button on the toolbar to produce a colourful chart that represents your company’s data.

Profit and Loss report with chart

Modify Report

The Modify Report button on the report toolbar displays the Modify Report toolbox on the right side of the report as shown below.

Profit and Loss report with the Modify Report toolbox shown

The patented modify report toolbox enables you to make various modifications to the report and see the impact instantly while making these changes. The type of modifications that can be made will vary from report to report, depending upon the nature and data contained in the report. Adding Columns – The process of adding columns to a financial report consists of selecting the checkbox next to the columns you wish to add. To remove unwanted columns, simply uncheck the checkbox next to the unwanted column. Rearranging Columns - In all Office Accounting reports, you can rearrange the order of the columns by simply clicking and dragging a column to its new position. By rearranging column positions, users can place selected data side-by-side which may make that data easier to read or compare. Fonts and Numbers – Office Accounting allows you to change the font and number formatting in all reports. Simply select the Modify Report button and use the modification tools shown below to make the desired adjustments.

Controlling Fonts and Numbers in Office Accounting Reports

These tools allow you to control the formatting of text and numbers in 6 different areas of the reports as follows: row labels, column labels, data, sub totals, totals and grand totals. An important option is to modify the report data to show or hide zero Sterling lines:

Show/Hide Zero Lines

Saving Reports (Office Accounting Professional and Professional Plus)

Once you have made all desired modifications to your report, you can then save your report in using the Save Report button on the report toolbar. Once the report has been saved, you can retrieve this report at any time in the future without having to recreate it from scratch. Saved reports are accessible from either the Reports option on the main menu, or from the Reports Home Page.

Accessing Saved Reports from the Reports Home Page.

Saved reports have the same power and functionality as standard reports. The data can be drilled by double clicking on the amount, the report can be exported to Microsoft Excel for further analysis, and the reports can be e-mailed directly to others.