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Generate a report

You can generate the available reports manually. You have to prepare the reporting environment first. See Configure the reporting environment

  1. Select a report type.

    Each report type contains a number of items that you can use in a query.

  2. Enable and configure the items that you want to use in the query.

  3. Click [Generate report].

    The application generates the report and shows a preview of the report. The report is saved on the server. The old report will be overwritten when the [Overwrite existing report] option is enabled. For each report, this option is available in [Configuration] - [Accounting and reporting] - [Reporting] - [Accounting reports].

    You can export the report. See Export the report