Running Standard Reports
- Click on 'Reports' tab and choose the type of report you want to generate.
- Once you choose the type of Report, the next window shows all the reports under that category.(In this case, Accounting type Report is selected)
- Select the report, you want to generate( In this case, Balance Sheet is selected)
- As shown in above, the output type of Report can be selected by drop-down menu. You can generate the Reports in any one of the three formats namely,
i. Excel
ii. PDF
iii. CSV - Click on 'Run Report' to generate the report for viewing in specified format.
Field Name (attribute) Description Example Validations (if applicable)
Key Error Messages
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