Viewing the Report Listing
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Viewing the Report Listing
Brass Jacks Bookkeeper has many reports to help you track your income and expenses.
On the left side of the Report Manager dialog box, Brass Jacks Bookkeeper lists report groups. Each group has a brief description. You can use the default groups, edit the default groups, or create your own groups. For information about report groups, see Working with Report Groups.
Within a group, Brass Jacks Bookkeeper lists reports by type (for example, Customers or Deposits) and each report has a brief description associated with it.
To view the reports in a group:
- Choose Reports > All Reports and Forms.
- 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.
- If a report or form has a View icon, click it to open the report and view its contents.
(See Viewing Reports.)
- If a report or form has a Quick Print icon, you can click it to quickly print (or export) a report without viewing it.
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(Use the Run & Print Options area to specify the date range to print or whether to print or export the report. See below for details.)
- To manage report groups, click the Manage Report Groups button. (See Working with Report Groups.)
- To specify the default printer, click Printer Setup. Select the printer and click OK.
- Click Close.
To quickly print (or export) a report:
- Choose Reports > All Reports and Forms.
- 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.
- To quickly print or export a report, specify the time period for the report in the From and To boxes.
- Select an output type in the Output To list: Default Printer, PDF File, Excel File, CSV File, or Text File.
- To change the default printer if you're printing the report, click the Print Setup button. In the Printer Setup dialog box, select the printer and click OK.
(You can also click Setup in the Printer Setup dialog box to adjust printer options.) - Then, to print (or export the report based on the output type) the report, click the Quick Print icon for that report.
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If there is no Quick Print icon for a report, you need to view the report and print it from the Brass Jacks Bookkeeper - Reporting window. (See Viewing Reports for details.)
- Click Close.