Report Types

Financial Statements

• A report that summarizes transactions as of a particular period.

Detailed Report Writer

• A report that can list the individual transactions. 

Generic Report Writer

• A report that connects to a data source (database, Excel, etc) and relies on a set query. It is used for Sales reports and complex queries that are outside of the standard Financial Statements and Detailed Reports.

Special Forms

• A form that can include text boxes and images. Typically, it is generated as a PDF and does not use grids like standard reports.