Reports
What Do The Different Reports Mean?
Please the attached PDF, thank you.
Updating Customer Billing Patterns by Aged Debt
Go to the reports tab and select the Ageing Debt report. Set the Account Type field to either "Customer" or "Company" and fill out the other fields as required. Click [Change Billing Pattern] to open the "Billing Pattern Edit" dialog. This dialog ...
Unpaid Bills / Invoices
To see a list of all unpaid bills go to [Reports]. Click on [Financial], From the dropdown list shown below click on [Account]. set the [Aged Debt as at] to the date you want to see all bills / invoices unpaid from. Click [Run Report]. A list of ...
Producing a Report
To produce a Report, open MediBooks on the Reports Tab and select a Report Type from the menu bar, then select your desired report. Every report and hyperlinks that can be used to open them are also visible under [Reports Centre]. Fill in the ...
Saving a Report
There are 3 options for saving a Report, all accessed by clicking on the [Actions] menu You can send the report to Excel, Print the Report or Print Dialog When you navigate away from the current Report, the following dialog box will be displayed ...
Show/Hide Report Parameters
Click the [Parameters] button to show or hide the user input section. It is enabled by default.
Editing Font Size
The font size used in the report can be changed by clicking [Settings], [Font Size]. Enter a number and click [OK] To return the font size back to its default setting, set the size to 0.
Detaching a Report
Click the [Detach Report] button. The Report will now be displayed in its own window.
Changing the Current Layout
The current Report Layout can be changed to another one at your convenience. Change the Layout by clicking on the arrow and choosing a different option
Creating a New Layout
Click [Actions] button, then [Grid Layout] then [Duplicate] to copy the current Layout. This creates a new Layout that can be selected from the [Layout: ] dropdown box. Duplicated layouts can be renamed by selecting a layout and ...