Transaction Journal Report |
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The Transaction Journal report will report on what is currently on screen. It will use the selected filters, and also preview/print the information for the tab selected.
An example is to produce a report where entry was this week for the October 2019 period. In the Transaction Journal, filter by Dates. Doc. Date = October 2019 and Tran.Date = this week, then click Run. The resulting list will display all transactions entered in January 2020 and backdated to October, which can then be printed/viewed.
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Printing all transactions can only be performed from the All tab.
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![]() The above transaction journal image is showing a custom Jim2 report
You can use the Excel icon to produce reports directly to Excel. Permission for use of this is based on report permissions since it accesses the report for the information.
When Excel is selected, it will open spreadsheet windows and populate it with raw data from the selected report. Each report pipeline with be represented in a separate sheet, eg. Job, JobComments, JobStock etc.
More detailed reports by branch (If branches are enabled), sub-branch and GL Department can be run.
Further information |