Reports History
From MyMoney Online Help
Contents |
Reports/History
This is the area to reprint any reports. Access it by hitting Ctrl+6 on the keyboard.
Some reports do not actually archive and are simply regenerated, such as Invoices, in the interest of saving hard drive space. Others can be printed using various options to minimize the number of pages.
Here are the sub-sections and their associated reports for the Reports/History section. Scroll to the very bottom for more information.
Sales Reports
Sales Report
Rented Agreement
Customers Reports
Customer Pre-List
Customer Past Due
Customers By Tax Code
Products Reports
Inventory Value Report
Items Sold By Category
Items Sold By Supplier
Purchase Order
Rented Items
Returned Items
Business Reports
Business Register
Gross Margin
Credit Card Summary
Tax Authority
Section & All Reports View
You can view all the report types on the left hand side clicking on 
at the bottom. By default the Reports/History opens on Sales with the Sales Report focused.
Customer Prelist
Print or preview ahead of time to briefly glance at customer's information such as Address, Notes, Wish Lists or Backorders.
You can filter out Zero Balance Customers and select spedific groups to print.
Customer Past Due
This report can also be used as a Customer Activity type report. Use the Select Date Range option or specify the start date. Filter out zero balance customers to minimize data.
- Negative payments show a “Last Payment” entry.
- The bolded date will be the newer date if two dates are different.
- If somebody pays off their balance and then later purchases another item, the Last Payment will still show the last payment date made, it doesn’t reset.
- Locations won’t show any Last Sale, Last Payment or Balance dates if they don’t fall into the Date Range even if their customers do.
- If someone shows a Last Sale date but no Last Payment date (blank) and a $0.00 balance, a Return probably explains that. A manually adjusted or a null sale can do this as well.
- Returns update Last Sale.
- Negative balances (are considered) currently fall under the Zero Balance Customers option.
- When you add a new customer or location with no activity, they will not show up on the report.
- When you add a new customer or location with no activity, modify the balance, they will not show up on the report.
- Backorder Unpaid and Backorder Delivered will update the Last Sale date.
- Wishlists do not update the Last Sale date.
- Rentals don’t affect the report.
Inventory Report
From time to time you may wish to print an inventory value report, to get a idea of what you may have on hand or need to order. <span id="fck_dom_range_temp_1277230441122_331" />
This report updates in real time, no need to waiti a day or close the program to update.
Business Register
This report you would probably like to print on a weekly basis when you end your week to get an overview of what you have done.
Gross Margin
Here you see an example of the Gross Margin by Category options to generate a report.
Tax Authority
A Tax Authority Report can be generated in the Reports > Business section. This is customizable by Date Range.
On the report is a column named Authority; Authority = myBusiness > Taxes > Tax Details > Description
If the Description or Rate is modified in the myBusiness section for an existing tax, under the Tax Details area, a new instance will be added to the Authority report.
Returns will offset the amount from the invoice of the Return.
Reports Information
Below is a table describing the properties for each report. Report = Name of report. Section = Which of the 7 sections the report is initially generated. Archive = If the report archives. Reporting Sub-Section = Which sub-section of the Reports/History section the report can be found. Customizable = If the report can be customized, such as by date or organized by column headers, etc. Find more information here (Reprint Reports - How Do I?).
| Report | Section | Archive | Reporting Sub-Section | Customizable |
| Invoice | Invoicing | Regenerate | Business | No |
| Rental Agreement | Invoicing | Yes | Sales | No |
| Ledger | Cust Manage | No | None | Column Sort |
| Prod History | Cust Manage | No | None | Column Sort |
| Purchase Order | Purchase | Yes | Product | No |
| Sales Report | Reporting | No | Sales | Date & Totals Only |
| Cust Pre-List | Reporting | No | Customers | Various |
| Customer Past Due | Reporting | No | Customers |
Various |
| Customers By Tax Code | Reporting | No | Customers | Yes |
| Inv Value Report | Reporting | No | Product | No |
| Items Sold by Category | Reporting | No | Product | Date & Category |
| Items Sold by Supplier | Reporting | No | Product | Date & Category |
| Rented Items | Reporting | No | Product | Column Sort |
| Returned Items | Reporting | No | Product | Date & Column Sort |
| Business Register | Reporting | No | Business | Date & Column Sort |
| Gross Margin | Reporting | No | Business | Various |
| Credit Card Summary | myBusiness | Yes | Business | No |
| Tax Authority | Invoicing | No | Business | Date |
