Reports

Run a report

1. Open the Reports Dashboard and choose a report, such as Trial Balance or Account Ledger.
2. Set the period and any account or other filters.
3. Apply and review the opening balance, rows and closing balance.
4. Open a journal voucher from a row where the report offers it.

Export a report

1. Set all the filters you need first.
2. Choose Print, CSV, Excel or PDF where offered.
3. Wait for the export to be prepared; it includes every filtered row, not just the visible page.

Result: Very large reports ask you to narrow the filters before printing.