10.1 USING THE REPORTS SCREEN

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Access: Click the REPORTS button at the lower right of the home screen.

IMPORTANT: All reports include data ONLY from POSTED invoices. Unposted invoices

are excluded from all report calculations.

Generating a report:

  1. Select the desired report type from the CHOOSE A REPORT field

  2. Enter start and end dates (some reports require a month and year instead)

  3. Click the blue VIEW REPORT button

  4. BookHound displays a print preview

Navigating the preview:

  - Click the forward PAGE ICON at top left to view subsequent pages

  - The ONLY way to exit or print is to click the blue CONTINUE button at top right

    (or bottom right, depending on your operating system)

  - Clicking CONTINUE gives you the option to return to the reports screen (cancel)

    or to print

Print format options (for some reports):

  - DETAILED version: itemizes individual sold items

  - SUMMARY version: provides totals only