General Reports
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 available in the menu for modules included in your edition of CustomBooks™. Common Features Across Reports Report Command Bar Run report - runs ...
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 ...