Report Layouts - Create
You can create layouts for:
- Masterfiles
- Transactions
- Analysis codes
Create, add and edit report layouts to extract information from Accredo. For example, you can create three AR Customer Reports containing:
- Name, contact details and balances for credit control.
- Name, email address to send circulars and special offers.
- Name and sales for period to date, year to date and previous year for sales to analyse profitability.
Use Report Lists to save selections for the same report layout without having to create separate layouts.