In order to see the list of reports available to generate, click on the Reports tab of your ERP5 instance. On the left, you can see the Accounting area displaying a list of the reports you are able to generate: Import Report, Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, <strong>simply click on the line of the report you want to create</strong>
<h1>The Reports tab in ERP5 home page</h1>
. In our example, we will create an Account Statement.
<p>In order to see the list of reports available to generate, click on the Reports tab of your ERP5 instance. On the left, you can see the Accounting area displaying a list of the reports you are able to generate: Import Report, Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, <strong>simply click on the line of the report you want to create</strong> . In our example, we will create an Account Statement.</p>
<p>Here is an example of an Account Statement report Creation. As you can see in the screenshot, please follow the steps to set the following information.</p><p>
<trstyle="opacity: 1;">
Firstly, in the red area, the <strong>Section Category</strong>
Secondly, in the blue area, you can choose which <strong>Simulation State(s)</strong>
<td>Done.</td>
you want to display in your report, and the
<td> </td>
<strong>Transaction Type</strong>
</tr>
you need to display.
<trstyle="opacity: 1; z-index: 0;">
</p><p>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/wait_for_activities"> Wait for activities </span></td>
Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong>
</tr>
, and then you can choose one of your
<trstyle="opacity: 1;">
<strong>Bank Accounts</strong>
<tdcolspan="3"><span metal:use-macro="container/Zuite_viewTestMacroLibrary/macros/login_as_functional_test_user">Login As Functional Test User</span></td>
if you have several ones.
</tr>
</p><p>
</tbody>
Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong>
</table>
, and to
</test></section>
<strong>Omit Grouped References</strong>
. You can also choose the
<sectionclass="screenshot">
<strong>Format</strong>
<h1>Example: Account Statement</h1>
of your report. As you will see in this item list, many formats are already supported by ERP5.
Finally, when you are done editing, click the <strong>"Account Statement"</strong>
<p>Here is an example of an Account Statement report Creation. As you can see in the screenshot, please follow the steps to set the following information.</p>
button. Then you can
<strong>save or print</strong>
<p>Firstly, in the red area, the <strong>Section Category</strong> is the group your company belongs to, you will have only one choice here; <strong>From Date</strong> and <strong>At Date (end date)</strong> are the dates delimiting your report. <strong>The At Date is compulsory</strong> .</p>
this Account Statement.
</p>
<p>Secondly, in the blue area, you can choose which <strong>Simulation State(s)</strong> you want to display in your report, and the <strong>Transaction Type</strong> you need to display.</p>
</details>
</section><sectionclass="screenshot">
<p>Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong> , and then you can choose one of your <strong>Bank Accounts</strong> if you have several ones.</p>
<p>Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong> , and to <strong>Omit Grouped References</strong> . You can also choose the <strong>Format</strong> of your report. As you will see in this item list, many formats are already supported by ERP5.</p>
<detailsopen="open">
<p>Here is an example of the Account Statement report we have just created.</p>
<p>Finally, when you are done editing, click the <strong>"Account Statement"</strong> button. Then you can <strong>save or print</strong> this Account Statement.</p>
</details>
</details>
</section><sectionclass="screenshot">
</section>
<h1>Another example: Profit and Loss</h1>
<imgsrc="http://img.erp5.cn/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png"type="image/png"title="Another example: Profit and Loss"alt="Another example: Profit and Loss">
<sectionclass="screenshot">
<detailsopen="open">
<h1>Account Statement example</h1>
<p>As you can see in the picture, this is an other example of a report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
<imgalt="Another example: Profit and Loss"src="http://img.erp5.cn/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png"title="Another example: Profit and Loss"type="image/png"/>
<detailsopen="open">
<p>As you can see in the picture, this is an other example of a report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>
</details>
</section>
<sectionclass="screenshot">
<h1>Profit and Loss</h1>
<imgalt="Profit and Loss"src="http://img.erp5.cn/user-Howto.Generate.Report.Print.Profit.And.Loss?format=png"title="Profit and Loss"type="image/png"/>
<detailsopen="open">
<p>Here is the Profit and Loss Report we have just created.</p>
