Difference between revisions of "25. Changing Dates"
From TrueERP wiki
(Created page with "Overview Changing Dates Changing Dates - Can you run a Profit and Loss Report from the report selector changing the dates on the report selector? From the Main Menu select...") |
|||
| (One intermediate revision by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | '''Changing Dates''' | |
| − | Changing Dates | + | '''Changing Dates - Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?''' |
| − | + | From the '''Main Menu''' select the '''Reports''' button at the bottom of the screen. | |
| − | + | This will open '''Report Selector'''. | |
| − | This will open Report Selector. | + | The '''Date Range Selector''' enables the user to 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. |
| − | The Date Range Selector enables the user to 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. | + | |
The user can also select the date range by using the From and To menu. | The user can also select the date range by using the From and To menu. | ||
| − | The Date Range Selector is a valuable tool available in almost every report and | + | |
| − | From the Report Selector choose Accounts , from the left radio buttons. This will show you all the reports related to Accounts Module. | + | |
| − | Select Profit & Loss, either double click to open it or click OK | + | 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. However the '''greater''' the date range, the '''greater the amount''' of data will be 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. |
| − | This will open the Profit & Loss report for the selected date range, within the report itself you can move the dates too. | + | |
| − | Note Use Batch Update before opening any report to get accurate and up to date and time reports. | + | From the '''Report Selector''' choose '''Accounts''' , from the left radio buttons. This will show you all the reports related to Accounts Module. |
| + | |||
| + | * Select '''Profit & Loss,''' either double click to open it or click '''OK''' | ||
| + | ''This will open the Profit & Loss report for the selected date range, within the report itself you can move the dates too.'' | ||
| + | |||
| + | '''Note Use Batch Update before opening any report to get accurate and up to date and time reports.''' | ||
Latest revision as of 08:54, 17 December 2014
Changing Dates
Changing Dates - Can you run a Profit and Loss Report from the report selector changing the dates on the report selector?
From the Main Menu select the Reports button at the bottom of the screen.
This will open Report Selector. The Date Range Selector enables the user to 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. The user can also select the date range by using the From and To menu.
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. However the greater the date range, the greater the amount of data will be 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.
From the Report Selector choose Accounts , from the left radio buttons. This will show you all the reports related to Accounts Module.
- Select Profit & Loss, either double click to open it or click OK
This will open the Profit & Loss report for the selected date range, within the report itself you can move the dates too.
Note Use Batch Update before opening any report to get accurate and up to date and time reports.
