Daybook Tabs and Report Filters
The Daybook report displays a complete list of all Debtor transactions processed.
The report can be drawn with a lot of filters and all the information on the Debtors what you need.
The report has different tabs with different information on.
The Daybook report or Debtor transactions Drilldown report is under MedDebs module.
- Click on Print and select Debtor Transactions Drilldown (Daybook) from the list
Profile options and function
The following Daybook report profiles will be loaded by default with new installations
- From the Profile list, select a saved profile (which can be set up by default with installation)
- Click on Print Direct to print the report directly to your printer without viewing the report
- Click on Print to Grid to view the report in a grid format
The report will Open
Menu bar - Screen
Grid Tabs
The Grid is the different views on the Daybook report. The Grid Tabs can be on the top, the left side or can be hidden.
- Grid Left
- Grid Top
Expand and Collapse
The information on the report can be Expanded or Collapse
- Expand - See all the lines per grouping. The sign will be a minus
- Collapse - The information will be minimized per grouping and can be viewed by clicking on the plus sign
Filter
- Apply Filter - The option to apply multiple filters to multiple columns select. Depending on the Tab the columns will change.
Click on the correct Columns what the filter must be set on, by clicking in the tick box next to the Columns.
Select if the information must be Equal, Not equal, Like or Not Like, by clicking in the filter Operator block and clicking on the drop-down, select the correct option.
Complete the search values by typing in the information that must be filtered on.
Right Click anywhere and all the columns can be selected at once or unselected.
Next will apply the filters. The back button will go back to the report
- Cancel filter - Will cancel the filter that was applied
- Advance filter - The advanced filter will allow more filter options
Click here to follow the instructions on the Advance filters.
- Apply best fit to columns - This function will resize the columns that the information fits in the column size
- Gridlines - The lines that show and print on the report. Horizontal, Vertical, Both or None
- Advance Export - Allow exporting the report to more file formats and choose more columns or unchoose the columns. Depending on the Tab that is open the Columns will change.
Click here for more information on the Advance export function.
Menu bar - Screen
Grid Tabs
The Grid is the different views on the Daybook report. The Grid Tabs can be on the top, the left side or can be hidden.
- Grid Left
- Grid Top
Expand and Collapse
The information on the report can be Expanded or Collapse
- Expand - See all the lines per grouping. The sign will be a minus
- Collapse - The information will be minimized per grouping and can be viewed by clicking on the plus sign
Filter
- Apply Filter - The option to apply multiple filters to multiple columns select. Depending on the Tab the columns will change.
Click on the correct Columns what the filter must be set on, by clicking in the tick box next to the Columns.
Select if the information must be Equal, Not equal, Like or Not Like, by clicking in the filter Operator block and clicking on the drop-down, select the correct option.
Complete the search values by typing in the information that must be filtered on.
Right Click anywhere and all the columns can be selected at once or unselected.
Next will apply the filters. The back button will go back to the report
- Cancel filter - Will cancel the filter that was applied
- Advance filter - The advanced filter will allow more filter options
Click here to follow the instructions on the Advance filters.
- Apply best fit to columns - This function will resize the columns that the information fits in the column size
- Gridlines - The lines that show and print on the report. Horizontal, Vertical, Both or None
- Advance Export - Allow exporting the report to more file formats and choose more columns or unchoose the columns. Depending on the Tab that is open the Columns will change.
Click here for more information on the Advance export function.
Buttons - Bottom
Mail a View
- This option allows you to e-mail the current view on the screen
The email screen will open. The Debtor email address will be used what is saved on the Debtor file.
Mail all Views
- This option allows you to e-mail the current view on the screen including the additional tabs on the left
Print
- Click on Print to print the report
- Click on the Dropdown box and select to print All Columns or Choose Columns
When clicking on Print the report will display as follows
- From here you have the option to E-mail, Print Preview, Save or Print the report
Export
- Click on Export to export the report to Excel
- Now you can switch between your reports.
The report can also be grouped by choosing to display the data together
Grouping Values can be chosen for:- As per transaction level - reports are drawn with the information reflected on the invoices posted into the system
- As per debtor data - reports are drawn with the information captured for the debtor to override the invoice data, specifically the Doctor, Referring Doctor and Service Centre as captured on the debtor information screen.
- Click on Save Profile
- Click on Yes
- The Profile will be saved
- Follow the same steps as above to print the report