Reports for specific periods of time
Mike or Penny Novack
mpnovack at mtdata.com
Wed Mar 23 09:39:22 EDT 2016
On 3/22/2016 1:05 PM, Ben Martin wrote:
> I'm a new user with simple problems.
>
> 1) I wish to create an "account summary" for april to april, and a few
> other periods. Do I do this by setting the period appropriately in
> Eidt:"preferences":"accouting period"?
Usually one sets "accounting period" for the fiscal year you use once
(and don't keep changing it) and then use option settings to set the
date ranges for any reports on a report by report basis. If for no other
purpose to do it that way, it means you have to be conscious of the date
range required for THAT report. If you do it by continuously changing
the global "accounting period" you might forget and be puzzled by the
results of some report.
>
> 2) Can I multiple select entries in accounts?
I don't understand what you are asking. You are looking at an account
and only want to see certain transactions? Scattered transactions? If I
needed to do that I would probably produce a report for that account
(for a date range that would include all the transactions wanted),
export that report, and then using an editing application with strong
"find" capabilities to identify the ones you wanted and deleting the
rest. It all depends on what basis this "select" is to work (how do you
plan to identify the ones that you want?)
Michael D Novack
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