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Viewing Reports

Brass Jacks Bookkeeper has many reports to help you track your income and expenses. You can view and preview the reports before printing or exporting them.

To view a report (or form):
  1. Choose Reports > All Reports and Forms.
  2. In the Report Manager dialog box, to see the available reports within a group, click the Downward- pointing arrow. To hide the report listing for a group, click the Upward-pointing arrow.
  3. To view a report, click the View icon for that report.

  1. In the Brass Jacks Bookkeeper - Reporting dialog box, review the report.
  2. Make adjustments to the options and formatting. (For information, see Setting Report Options or  Formatting Reports.)
  3. To print the report, click Print. (See Printing or Exporting Reports.)
  4. To export the report, click Export.  (See Printing or Exporting Reports.)
  5. To save the report as a PDF file, click Save To PDF.
  6. Click Close to return to the Report Manager dialog box.