Reporting on Additional Transaction Information

Reporting on Additional Transaction Information

To add additional information to sale transactions, such as total weight in kilograms of the animals and the number of animals, see Knowledge Base tip: Additional Information in the Chart of Accounts

To report the additional information that has been added to transactions:

Step 1: Account Summary

  • Reports
  • Accounting Detail
  • Account Summary (Ledger) menu option

Step 2: Basic Details

  • Under the Basic Details tab, select the appropriate options for Date Period Selector and Report Type 
  • Tick Print Quantities / Averages box
  • Add a report title
  • Select other applicable options

Step 3: Account Filters

  • Under the Account Filters tab, select the relevant filters. For example under Accounts select the account code required - e.g. 015 - Sale of Sheep
  • Once all appropriate options have been selected click Print to view the report


Step 4: Print or Save

From the report viewer there is the option to save, email or export the report to a different format.
  1. Select the drop down arrows next to either the email symbol or export symbol to view a list of file format options
  2. Close

                  


Article ID 1009