Tradepoint also provides over 30 Legacy Report templates for your data. legacy Reports can be found under the Personal Tab. Legacy Reports are a summary of activity for the specific report chosen.

The Accounting topics within the Legacy reports section include:

Accounts Payable

A/P Activity

Accounts Receivable

A/R Activity
Contains a Credit

Banking

Cheque Details
Credit and Debit Card Payments
Transfer Details

Company and Financials

Cash Flow
Departmental Expenses

General Ledger

Account Balances
Ledger Activity Detailed
Ledger Activity Summary

Inventory

Inventory Valuation

Sales

YTD Sales
Sales by Product

The view of the screen for Legacy Reports is shown below. The search filters are on the right hand side of the window and will open when you choose a topic for a Report.

The highlighted report will open the search filters you see on the right side of the screen. If your company has multiple divisions then choose one or more divisions that you will want to see the reported data from, select a date range and click the generate report icon in the lower right side of the screen.

The view below is an example of what the search results will looks like. You have all of the Print Preview tools that you have within My Business including the customize icon.

All of the Reports within Summary reports can be adjusted to reflect your Company's look and feel through the Customize icon on the right side of the tool bar.