What it is
Every Book can make a report. You choose the period, what to include, and the type:
All entries report: every entry with its details.
Day-wise summary: total in, out and balance for each day.
Contact-wise summary: totals per contact.
Category-wise summary: income and expenses per category.
Why it helps
Give your accountant, your partner or yourself a clean picture of a month, a customer or a category.
How to do it
- Open the Book.
- Tap the chart button at the top (View reports), or tap View reports on the balance card.
- Tap a Duration: All time, Today, Yesterday, This month, Last month, or Date range.
- Tap Entry type, Category, Contact or Payment mode to narrow it.
- Tap the report type you want.
- Tap Generate PDF or Generate Excel, then choose where to send it.
Good to know
- The report starts with the filters and search you already have on in the Book.
- For the All entries report, tap Report columns to choose which columns the file includes.
- Members who cannot see the Book balance do not see the reports button.
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