Goldenseal Accounting Software Customizing Topics-- Report Display

Report Display

How do I set the appearance of reports?

Starting with Goldenseal accounting software version 2.9, you can use the Report Display command to set the behavior of reports.

NOTE-- In Goldenseal 2.8 and earlier you set the Item Range, Date Range and Date field in the report table. The Report Display command only sets whether users can change the different report controls.

To use it, follow these steps:

Choose Custom Layouts from the Options menu, and choose Reports from the submenu.
Use the popup fields at upper left to choose a report.
Choose Report Display from the Options menu.
Set the behavior you'd like to have for this report, then click OK.

You can set the following report display options:

Item Range-- Choose the range of records that you'd like to include in the report. If you'd like to be able to change the range when you look at the report, turn on the User Can Change checkbox.

Date Range-- Choose the range of record dates that you'd like to include in the report. If you'd like to be able to change the date range when you look at the report, turn on the User Can Change checkbox.

Date Field-- Choose the field to use when finding records in a date range. You can use the date entered, date paid, or other choices.

User Can Change Breakdown-- Turn on the checkbox if you'd like to change breakdowns when you look at the report. HINT-- You can turn this off for reports like the Balance Sheet which don't have a breakdown table.

One Record Report-- Turn on the checkbox to make a report that applies to just one record. Many of the "stock" reports are already set up this way (for example, Projects-- Costs By Category).

Update on Opening Window-- Turn on the checkbox to fill in values as soon as you open the report window. Turn it off for long reports that you'd like to set up before filling in values.

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