Simon Clive at 04:46, 31 August 2011

2011-08-31T04:46:11Z

Simon Clive: Created page with "Changing Dates Can you run a Profit and Loss Report from the report selector changing the dates on the report selector? The Date Range Selector enables the user to select thro..."

2011-06-27T05:50:53Z

Created page with "Changing Dates Can you run a Profit and Loss Report from the report selector changing the dates on the report selector? The Date Range Selector enables the user to select thro..."

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Changing Dates

Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?

The Date Range Selector enables the user to select through the drop-down menu, accessible at the top
right of the screen, to view specific dates:
eg. open up invoice list and the custom date range will show (this is determined in employee preferences)
then you can click on the drop down menu to choose a specific date range:

Today,
Yesterday,
Last week,Month or Quarter,
Previous Week, Month, Quarter,
This Financial Year etc.

The user can also select the date range by selecting "From" and "To", just click on the drop down menu and
use the arrows to select months then click on the specific date in the calender. Once selected the dates
automatically update with the rrequired information.

From - refers to the oldest starting date of the information you wish to view and includes the date selected.
To - refers to the most recent date of the information you wish to view and includes the date selected.

The Date Range Selector is a valuable tool available in almost every report and List within ERP. You can search
over any date range going backwards and forwards for days, weeks, months and years. ERP has no restriction on
how large the date range is, but keep in mind that the greater the range, the greater the amount of data selected, the
slower the report or list is to generate. The smaller the range , the smaller the amount of data, the faster the report
or list will be.

The Date Range function enables the user to search for information (data/transactions) within a specific
date range, eg. the current financial year, it makes it easier to find and view the data you are
looking for.

In the report selector, accessed by selecting the reports tab in the top menu bar, the date ranges are choosen
then you must either double click the required report or click the OK button on the report selector.

Note: If using batch transactions for reports, the reports are accurate up to the date and time as displayed in the very top
windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it).

@@ Line 1: / Line 1: @@
-Changing Dates
+'''Changing Dates'''
-Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
+Can you run a '''Profit and Loss''' Report from the report selector changing the dates on the report selector?
-The Date Range Selector enables the user to select through the drop-down menu, accessible at the top
+*From the '''Main Menu''' select the'''Reports''' button at the bottom of the screen to open the '''Report Selector'''<br>
-	right of the screen, to view specific dates:
+*The '''Date Range Selector''' enables the user to&nbsp;view specific dates from the drop-down menu E.g. Today, Yesterday, Last Week, Month or Quarter, Previous Week, Month, Quarter, This Financial Year etc.
-	eg. open up invoice list and the custom date range will show (this is determined in employee preferences)
+*The user can also select the date range by using the '''From''' and '''To''' drop down menu. Once selected the dates '''Automatically''' update with the required information.
-	then you can click on the drop down menu to choose a specific date range:
+*'''From''' - refers to the Oldest starting date of the information you wish to view and includes the date selected. <br>
-	Today,
+'''N.B.''' If using '''Batch Transactions''' for reports, the reports are accurate up to the date and time of the last update. This is displayed in the very top windows bar. <br>
-	Yesterday,
-	Last week,Month or Quarter,
-	Previous Week, Month, Quarter,
-	This Financial Year etc.
-−
-The user can also select the date range by selecting "From" and "To", just click on the drop down menu and
-	use the arrows to select months then click on the specific date in the calender. Once selected the dates
-	automatically update with the rrequired information.
-−
-	From - refers to the oldest starting date of the information you wish to view and includes the date selected.
-	To - refers to the most recent date of the information you wish to view and includes the date selected.
-−
-The Date Range Selector is a valuable tool available in almost every report and List within ERP. You can search
-	over any date range going backwards and forwards for days, weeks, months and years. ERP has no restriction on
-	how large the date range is, but keep in mind that the greater the range, the greater the amount of data selected, the
-	slower the report or list is to generate. The smaller the range , the smaller the amount of data, the faster the report
-	or list will be.
-−
-The Date Range function enables the user to search for information (data/transactions) within a specific
-	date range, eg. the current financial year, it makes it easier to find and view the data you are
-	looking for.
-−
-In the report selector, accessed by selecting the reports tab in the top menu bar, the date ranges are choosen
-	then you must either double click the required report or click the OK button on the report selector.
-−
-Note: If using batch transactions for reports, the reports are accurate up to the date and time as displayed in the very top
-windows bar. (The windows bar is normally blue and has the minimise, restore and exit buttons on it).

21 Changing Dates - Revision history

Simon Clive at 04:46, 31 August 2011

Simon Clive: Created page with "Changing Dates Can you run a Profit and Loss Report from the report selector changing the dates on the report selector? The Date Range Selector enables the user to select thro..."