OfficeMate Home Office User's Guide - OfficeMate Software Solutions

Chapter 13 Creating & Printing Reports & Statements
Creating & Printing Custom Reports
To create and print custom production reports
Notes
• Production reports may take a long time to process the first
time you preview a report. Subsequent production report
processing will be much faster. The first time you run the
production reports, select a time period that encompasses the
date of the start of business and most current date.
• Ensure that locations that are no longer active are marked as
inactive in the Location Maintenance window. For more
information about marking locations as inactive, go to
Maintaining Locations on page 11
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 Production Reports from the Report Name list.
Click Open.
The Production 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 17
Select a report from the Report Type drop-down menu.
Production Report - Period Comparison. Lists sales, discounts, adjustments,
returns, receipts, and applied payments grouped by production or financial
groups.
Production Report - Location Comparison. Compares sales, discounts,
adjustments, returns receipts, and applied payments between selected
locations.
Production Report - Provider Comparison. Compares sales, discounts,
adjustments, returns receipts, and applied payments between selected
providers.
Production Report - Year-to-Year. Compares sales, discounts, adjustments,
returns receipts, and applied payments during a selected period and
year-to-date and compare to the same period one year prior and prior
year-to-date.
Productivity Recap. Lists Charges, Adjustments, Receipts, or Applied
Payments and Refunds for a selected period. Results can be grouped by
location then provider or by provider then location.
Monthly Production Recap. Lists a summary of sales, discounts, adjustments,
returns receipts, and applied payments by day.
Select the level of detail that you want to display in the report from the Report
Detail drop-down menu.
OfficeMate Home Office User’s Guide 567