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Creating Reports

- Document for Excel Invoice Manager

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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 the Reports window. There are several ways to open this window:

  • Click the Reports button on the Invoice worksheet.
  • Click the New Report button on any report worksheet.
  • On some data list windows and data edit windows, there are also command buttons to open the Reports window. For example, On the Customer Edit window, you can find a Customer Statement button.

The only difference between them is how the window is initialized. For example, if you open the Reports window by clicking the New Report button on the Sales Report worksheet, the initial tab will be Sales Report.

Below is a screen shot of the Reports window.

Reports window
Reports window (Click to enlarge)

The Reports window 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 Generate Report 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.

Sample sales report
Sample sales report (Click to enlarge)

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 the Print button 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 File -> Page Setup in Excel 2000 - 2003, or click Page Layout tab in Excel 2007/2010.

Printed report
Printed report (Click to enlarge)