REPORTS

REPORTS

In Peachtree software REPORTS are used to have all our REPORTS and Accounts. If we want any report or account like ACCOUNTS RECEIVABLES, PAYABLES etc. We will have to go through from this process.

First of all as usual open Peachtree software and go to the top bar and click on REPORTS we have this window on our screen

In this window all those reports and accounts are shown which we can take out according to our requirement. Here we are assuming that we want FINANCIAL STATEMENTS of our business the process for this is discuss below

      First of all click on FINANCIAL STATEMENT and we have this window on our screen.

·        Then we have another window on our screen and on this window we have name of all FINANCIAL STATEMENTS of business.

·        Now we have all financial statements on this window we can select any statement and click on it. For example we want to have BALANCE SHEET click on balance sheet we have the below window on our screen.

In this window the software is asking some necessary information from us about TIME FRAME and some other things. If we want the balance sheet of CURRENT PERIOD then write there and if we want balance sheet of another period then we click on the arrow in front of time frame and then click on OK.

·        When we click on OK we have this below window on our screen

In the above window we have balance sheet of the current period.

·        Now if we want to change the FONT SIZE at the top there is an option of DESIGN. To change the font size click on DESIGN and the window will become like this

Now when we will do RIGHT CLICK from our mouse we have option of font on our screen like this

When we click on font we have another window on our screen with a large number of options regarding font size

Now as per our requirement we can select different options regarding font size and can apply on our balance sheet.

·        In the last if we want this balance sheet on the EXCEL SHEET the software can also provide option for this. For having this statement on the balance sheet we have to click on EXCEL on the top

·        When we will click on EXCEL the software ask from us to CREAT A NEW MICROSOFT EXCEL WORK BOOK click on it and press OK.

The software makes our work very easy. With just two clicks we have our balance sheet on excel sheet we have no need to make it on excel personally it saves our time also.

·        If we want to have GENERAL LEDGER the procedure is almost same. First of click on GENERAL LEDGER.

Now select as per our requirement we want general ledger so we click on GENERAL LEDGER.

Now we have all ledgers at one place. Font size can be change by the same procedure which we use for the balance sheet. And to have these all ledgers on excel sheet is also not difficult just like balance sheet click on excel and then ok and we have all ledgers on the excel sheet.

·        Now if we don’t want all these ledgers or we want some specific or just one ledger the procedure is click on general ledger and on that window we can see a word OPTION write in the circle we will click on that we have this window on our screen

·        Now if we want some specific ledgers we just simply put the ID of ledgers in the boxes named FROM and TWO. When we click on from and two look up buttons will have been shown on the side we can also select our ledgers from there.

·        We have list of ledgers like the above window and we can easily select from there. If we want only one ledger

·        Click on the arrow in front of ALL of GENERAL LEDGER ACCOUNT ID select RANGE from there and then we will write ACCOUNT ID which we want in the column of FROM and click on OK. We will get our desired ledger account.

NOTE:

If you want any other statement or details of account the procedure is quit same for this.