The report format is made up of two parts: a header and the column definitions. The header is where the report is named and the sort sequences are determined. The column definitions are where up to nine columns are named, their content is determined, and the scope (beginning and ending dates) is entered.
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.
Use the Available Actions links for more information.
| Available Actions | Adding | Changing | Printing | Voiding |
Security Required : System - Profit Margin
| See Also |