9.25 Analytic Reporting for Accounting
Aug/13/2007
Tradepoint
has over 15 templates for Analytics Reports to provide you with different views
on your Accounting data. There are also over 15 templates for Reports on Sales
activity including topics such as open Orders, open Invoices and numerous other
aspects of Sales activity.
My Business Reporting gives you the option to Export your
Reports into Excel directly from the Report.
A view of
the main tool bar with the different topics covered in My Business is shown
below.
Each of the
topics shown in the Tool bar above has a Search tool with parameters built into
the Search Filter built into the left hand side of the main window when any of
the icons are clicked.
Each
topic also has built in Report templates with options to Export the Search
results for example into an Excel sheet.
Accounting
- The Analytics report options are
listed below.
Company and Financials
Trial
Balance
Profit and Loss
Income Statement
Balance
Sheet
Accounts Payable
Outstanding
A/P Aged
Outstanding A/P Detailed Aged
All Current A/P Aged
All Current
A/P Detailed Aged
Incomplete Bills
Accounts Receivable
Outstanding
A/R Aged
Outstanding A/R Detailed Aged
All Current A/R Aged
All Current
Detailed A/R Aged
Incomplete Invoices
These
report types will automatically pull data from your existing General Ledger
Structure and display them in the main window for you. If your User Access
Settings allow there will be at the bottom of the main window there will be an
option for you to Import the data to an Excel spreadsheet.
Search Filter
options are available to generate Reports with even more specific data by
clicking on the Search tab highlighted in the view below. Options to send your
results to Excel are available for each Report within My
Business.
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