General Reports
The Universal Report
Overview The Universal Report in CustomBooks™ is a highly versatile and powerful reporting tool that empowers users to extract, shape, and analyze data directly inside the application. It combines flexible reporting capabilities with advanced data ...
How to show or hide your comparison columns on a report when exporting to Excel
By default, the comparison columns will be shown or hidden in Excel based on whether or not they were used in CustomBooks™. You can always override this choice in Excel as you will see a "+" or "-" box at the top of your Excel spreadsheet above each ...
Running Reports
Overview Reports in CustomBooks™ are located in the Reports menu. They are broken down by module and are also available in the menu for modules included in your edition of CustomBooks™. Common Features Across Reports Report Command Bar The Report ...
CustomBooks™ Reports
Reporting CustomBooks™ has a complete set of financial, operational and project based reports. Our advanced reporting customization features allow you to create the report you want. To run a report, Navigate to Reports → Report Category (Ex. Sales) → ...
How to create a Customer List using the Universal Report
Resolution is : 1. Go to Reports → Universal Report. 2. Select Catalog and Address/Contact. 3. Click Show Settings, Grouping by "Owner" 4. Click Run Report. This will show all address/contacts from all customer cards grouped ...