Setup reports
Use the setup reports to review a summary of the options you selected and information you entered when setting up:
- Activities
- Bank Accounts
- Clients
- Contacts
- Employees
- Invoice Formats
- Overhead Groups
- Rate Tables
- Roles
- Vendors
To review a list without the detail for setup options you selected, print the list reports.
Audience
Accounting
Producing the reports
From the
Customize options
Field | Description |
---|---|
Report title |
You can change the title of the report. |
Status to print |
Prints all items or only active or inactive items. |
Use drilldown |
If selected, you can drill down to further detail on the report. If cleared, all information, including the lowest level of detail, prints on the report. |
Print customize options on report |
If selected, it prints a list of the options that you select. |
Additional option for the Contact Setup report: |
|
Sort order |
Sorts the report by first name or last name |
Additional options for the Employee Setup report: |
|
Sort order |
Sorts the report by first name or last name |
Print pay information |
If selected, it prints the information that you set up for the employee
from |
Additional options for the
|
|
Print employees assigned |
If selected, it lists the employees assigned to each |
Print setup |
If selected, it lists the |
Print reports |
If selected, it lists the reports that the |