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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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