For help with a specific report, type that report number and press F1. Or press F1 while in the Report Generator.
The ABC Accounting software provides you with numerous reports in every module. Once you select a specific report, you are taken into the report generator. Here you can run the default report or make specific choices about which records you want to view, which dates you want included, an how you wish to view the report.
Overview of Options Given in the Report Generator
STARTING AT—Usually the first record from the file is entered here as a default record code. Press Enter if it is the one you want. If you wish to start the report from a different record code, enter that one. You may use F6 to search for the code you want to use.
ENDING WITH—This is usually the last record in the file you are printing from. Press Enter to print to the end, or enter the code of the last record you want printed. Press Alt+S if you want the same code in the Ending With field as is in the Starting At field. Again, F6 may be used to search for a record code.
Depending on which report you are running, there may be several links just below the Ending With field that allow you to specify which records you want to print this report for. For instance, if you want to only view records from today, click on the Today link. Most these links should be self-explanatory.
OUTPUT—Choose a print option. These options are discussed below.
Helps Accessed From Utility Reports (6) Screen
Word Processor Detail (Report # 6-1)
Running this report gives you the option of viewing the data from a series of W screen records. Press 1, Enter to get to the report generator. Enter the Starting at and Ending With W screen codes.
Choose your preferred print option as described in the first part of this chapter.
Word Processor Listing (Report # 6-2)
This report lists the code of each W screen record you specify along with its date, and any data on the date line. It advises you of the number of records you listed on the report.
Zip Code List—3 Column (Report # 6-3)
This report gives a 3-column list of Zip codes arranged in order of Zip code, City, or State. A prompt gives you the option to choose which way you want it sorted. This information comes from the Zip code screen.
Zip Code List—5 Column (Report # 6-4)
This report gives a 5-column list of Zip codes arranged in Zip code order. When you press P to print, you will be prompted to choose condensed print so that all 5 columns can fit across the page. This information comes from the Zip code screen.
This lists information from your Names (N) screen. The first prompt you get is, “Enter Print Code or Press Enter for All.” If you are printing your list for names with a particular print code, enter it. Otherwise press Enter for all names.
Name Address Labels (Report # 6-9)
To print out a series of address labels for the Names (N) screen, this report can be helpful. You will be given the option to sort the list of names you choose alphabetically or by zip code as well as by print code or all names. Also, if you have a message you want printed on all the labels, you are given a chance to enter that. Designate the specific series of names you want labels for and hit P for print.
Customer Phone List (Report # 6-11)
Gives a list of phone numbers for the series of Customers you specify.
Zip Code Duplicate Check (Report # 6-13)
Checks for any zip codes that have one or more duplicates.
Name Phone List (Report # 6-20)
Creates a list of phone numbers for people from the Names (N) screen. This is a condensed print report.
Prints a list of the data found on the Zip code screen.
Custom Reports (Report # 6-31)
Design your own reports with this report option.
First set up a record on the Word Processor. On the 3rd line of the Word Processor record, immediately under the date line, type the letter of the screen that the report is about. For example, C for Customers or V for Vendors. After the letter place a comma and a number specifying the number of lines for each record in the report. The 4th line is for the report title. The 5th line is for report headings. Beginning with the 6th line type the way the report should look using a caret and the letter R to mark the beginning of each field and a caret to mark the end of each field.
Here's an example of a report that would list your customer’s names, their phone numbers and their balances. The field codes used after the letter R are in Appendix A at the back of the manual.
TEST
31212
C,3
Customer Balances
Name Phone # Balance
^RC01 ^ ^RC07 ^ ^R!C05 ^
The R means Replace this field, C means the data is to come from the Customer screen, 01 means to get the data from field #1, the Customer's Name. 07 is field #7, the telephone number. !C designates a posted field from the Customer screen and 05 is the Customer balance field.
Prints a list of macros and their key strokes that are on your system.
FAX Transmit Log (Report # 6-39)
This report gives a log of all the faxes that have been transmitted. Obviously this report works only if you use the ABC faxing option.