OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Creating & Printing Custom Reports
Chapter 13 Creating & Printing Reports & Statements
To print the report, chart, or graph, perform the following steps:
a. Select the Printer check box.
b. Select a printer from the drop-down menu.
The Report Viewer window opens and displays a preview of the report, chart,
or graph.
a. Click the Print icon.
b. Close the Report Viewer window when finished.
Note
For more information about the Report Viewer window, go to To
use the Report Viewer window on page 574.
To create and print custom performance reports
Open the Custom Business Analysis Reports window. For more information, on
opening the window go to To open the Custom Reports window on page 525.
Select Performance Reports from the Report Name list.
Click Open.
The Performance Reports window opens.
To open previously saved report settings, go to To load saved custom report
settings on page 528, and then skip to step 16
Select a report from the Report Type drop-down menu.
Performance Report - Net Fees. Lists performance results, based on products
sold and services rendered, in terms of net fees.
Performance Reports - Net Quantities. Lists performance results, based on
products sold and services rendered, in terms of net quantities.
Select the level of detail that you want to display in the report from the Report
Detail drop-down menu.
Select a date range from which to calculate commissions:
Select a range from the Span drop down menu and use the left and right
arrows to advance the time period.
OR
Enter beginning and ending dates in the date range fields.
560 OfficeMate Home Office User’s Guide