- Document for Excel Invoice Manager
This version of the document, "Creating Reports", was written for Excel Invoice Manager, which was now renamed to Uniform Invoice Software. For the latest version of this document, please download Uniform Invoice Software.
The tool to generate reports is thewindow. There are several ways to open this window:
The only difference between them is how the window is initialized. For example, if you open thewindow by clicking the button on the worksheet, the initial tab will be .
Below is a screen shot of thewindow.
Thewindow contains six tabs, corresponding to five report worksheets in the invoice workbook. Consult the description on the window to learn how to set report options. After setting the options, click the button to create a report.
If successful, the generated report will be displayed on the corresponding worksheet. Below is an example of a sales report.
Note: As you can see, the report worksheets are used primarily as a temporary work area, but not the place to store your report data. Each time you try to generate a new report, the previous report data will be overwritten.
To print a report, click thebutton on the report worksheet. This will print out the report worksheet with the default print options and default printer. If you want to customize your print work, click Excel menu -> in Excel 2000 - 2003, or click tab in Excel 2007/2010.