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Generating and Printing Reports

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.

(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.

(Click to enlarge)

Note: As you can see, the report worksheets are used primarily as a temporary work area. 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.

(Click to enlarge)

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Learn More Excel Invoice Manager Home What's New Difference between Editions Quick Start Introduction Before Using Invoice Template Working with Excel 2007 Installing / Upgrading Settings Workbook Taxes Misc Data Interface Database In-Cell Lookup Print Customers Creating Customer Editing Customer Customer Detail Products Creating Product Editing Product Product Detail Invoices Creating Invoice Editing Invoice Invoice Detail Payments Adding Payment Editing Payment Payment Detail Reports Generating & Printing Reports Setting Visible Columns Extracting Reports Common Tasks Using the Search Bar Using Data List Windows Importing Data into Excel Invoice Manager Networking Working with Form Properties File Free Invoice Form with Support for Incomplete Lines on Invoice Body Using Credit Note or Credit Memo Custom Fields Custom Fields - Overview Custom Invoice Fields - Tutorial Customizing the Invoice Template Customizing the Invoice Template Tutorial: Adding Extra Rows to Invoice Body Tutorial: Adding a Notes Field to Your Invoice Template Tutorial: Adding or Removing the "Same As Bill To" Button Tutorial: Adding a Clear button to the Report Worksheets Tutorial: Displaying Summary Information on Customer Statement Tutorial: Creating a Receipt Form Using Multiple-Line Address in Invoice Form Printable Invoice - Invoice Printing in a Flexible Way More Topics Registration and Services Reference

Online-Only Articles Billing Software Powered by Excel Buttons in the Template Don't Work Sample Invoice Template: Using handwriting Signature Sample Invoice Template: Using Drop-Down List Sample Invoice Template: Long Product Descriptions Sample Invoice Template: Using Line# as Product IDs How to: Password-Protecting an Invoice Template How to: Transferring Excel Invoice Manager to a New System How to: Removing Auto-created Macros from Your Invoice Template Creating a Packing Slip Template Modifying Standard Fields with Database Designer How Do I Replace the Product IDs with Line Numbers Invoice Template with Support for Product-Type Specific Tax Rates Editing Paid Invoices Working with Multiple Companies or Currencies Tutorial: Adding New Fields to Reports Sample Invoice Template: Displaying 'FREE' for Zero Values Customizing Header and Footer of Printed Invoices

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