Custom Reports: Setup and Save (DayBook)

GoodX Reports are very customisable.

  • You can setup any report you need providing you have the correct parameters.

Timespan for Report

The timespan for Report: This is the place where you choose what period the report will cover.

The Timespan Criteria Includes

  • The financial Year
  • The periods in the financial year
  • All dates
  • Between Capture dates
  • Between transaction dates
  • Between weeks

Invoices types to print:

Invoice types to print

  • Mark all by default.

Dates:

Date picker for Daybook report

  • Select the Period you want to report on.

Transactions to print:

Transactions to print

Transaction Group:

  • Debtor Turnover
  • Cashbooks
  • Journals
  • Stock Journals

Grouping:

  • All Grouping: All the Transactions in the selected criteria range.
  • Select Grouping: you can make a selection from the Criteria suggested/used in the report.

Grouping Values:
  • As per transaction-level, this selection is recommended.
  • As per case data







Last modified: Tuesday, 12 May 2020, 10:50 AM