Forum Discussion

Aileen_6300's avatar
Aileen_6300
Experienced Cover User
4 years ago

Customise reports

Hi there - is there a way to customise reports.  I would like a list of Creditor Invoices which shows what expense codes were used to input the invoice and the Job codes used? Any help would be much...
  • Steven_M's avatar
    Steven_M
    4 years ago

    Hi Aileen_6300 

     

    The Purchases [Supplier Detail] report should be able to produce that information - Reports>>Purchases>>Supplier.

     

    This report will list the Item/Account that was used on the purchase. You can even insert the job number (or name) through the Insert/Modify>>Show Hide option.

Aileen_6300's avatar
Aileen_6300
Experienced Cover User

Hi Steve - Thanks for that information.  I've gone in there and added what I need on my report (except it doesn't have an option for the Expense Account Name only the number - which I can live without but would be more preferrable than the Number) however, now it won't give me a Print option - it's greyed out.

 

Also, is there a way to save the settings so I can generate this same report each fortnight?  I think the Save function here is to save it as a PDF with this particular data - not Save this as a specific report to run again.

 

Your help is much appreciated.  :)

Steven_M's avatar
Steven_M
Former Staff
4 years ago

Hi Aileen_6300 

 

After making changes to the report through the Insert/Modify tab select the Filters tab. This action will save those changes and allow you to Print (or export out) that report.


With respect to saving reports, yes you can save it as a Custom Report so you can navigate to it via the My Custom Reports tab - our Help Article: Saving and deleting custom reports would be able to assist with that process.

  • Aileen_6300's avatar
    Aileen_6300
    Experienced Cover User
    4 years ago

    Thank you again Steve - I'll check it out.

  • Aileen_6300's avatar
    Aileen_6300
    Experienced Cover User
    4 years ago

    Hi again Steven_M.  Yes, that was very helpful.  I seem to have almost all I want in the report now, but is there a way to get the Expense Account name included please - I can't seem to find it in the show/hide list.  I can get the Item/Acct (i.e. Expense Code number) but would like the name instead as it's more meaningful to others who are not familiar with all the numbers.  I've changed the margins to suit but the footer (even though I click and drag down when icon turns to a double sided arrow) doesn't seem to stay down.  Is there a way around this please?

    • Steven_M's avatar
      Steven_M
      Former Staff
      4 years ago

      Hi Aileen_6300 

       

      The Purchases [Supplier Detail] report would not show the account name, only the account number. I'm not familiar with any purchase-based reports that will list the account's name rather than the number. 


      The only way I could see you getting that number would be if you also run the Account List report then sent that report and the Purchase report to Excel. Once in Excel, you would use a Lookup function to pull that account name onto that report.

      • Aileen_6300's avatar
        Aileen_6300
        Experienced Cover User
        4 years ago

        Steven_M  - now we're getting a little out of my league.

        I've exported to Excel however my VLookup function is only showing as the formula itself, not the result of the formula.  I seem to have a lot of trouble when I export to Excel in that I have to reformat columns to show as numbers and not text, then use AutoSum function to get my totals if I need to delete anything etc.  In this case, is there a better work around?  I've clicked the Calculate Now button to no avail - I'm still seeing =Vlookup(L13,AccountName,2,False) and not the result.  Also, can I use an If function so that the lines that don't have the code in them stay blank?  Thanks so much if you're able to help.

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