Custom Margin Reports

The Custom Margin Reports option is used to print reports defined in Custom Margin Report Formatting.

Note: The custom reports use invoice history files, not the current live system data. The user must run Copy Invoices to History from the system menu to generate the data used for custom reports. Custom reports display margin information for closed accounting periods only and do not include information regarding the current period. Invoices with uncosted items will not appear on the report. Invoice history is based on the accounting period the invoices were posted to, not the invoice date itself.

When you first enter this option a Select A Report window will appear displaying the following choices; EXIT, and a list of all reports defined in Custom Margin Report Formatting.

• If you select EXIT, the system will leave this option.
• Use the arrow keys to highlight the appropriate report to print and press Enter to confirm your selection.

Command options will appear allowing you to print or choose from a set of other print options.

Use the Available Actions link below for more information.

Security Required : System - Profit Margin