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4. Reports

4.1 Prepare Report


Tinybooker has following standard reports as plain text or HTML:

1. From main menu select Reports/Prepare report/report-name.

2. The “Report settings”-dialog opens. Select the report form and the date limits of the report. For scheme and final statement no date limits is asked. Limits are always the financial year. But for other reports you may set the limits. Defaults are the starting date of the financial year and the last date of vouchers in your entry files. Note that for the balance sheet if you select an other starting date than the beginning of the financial year you do not get a correct balance sheet of the status of the ending date. You get the change of balances in assets, liabilities and equity during the selected period. Entries in opening the financial year and entries dated before your reports starting date are left off. For example:
Let
  • Jan-Jun = both statements(01.01-06.30)
  • Jul-Dec = both statements(07.01-12.31)
  • Jan-Dec = both statements(01.01-12.31)
then for every account in the statements
  • balance(Jan-Jun) + balance(Jul-Dec) = balance(Jan-Dec)

Example 2: Balances of arbitrary periods
To get the balance sheet of an arbitrary day the starting day must be the first day of the financial year and the ending day shall be the date of the wanted balance sheet.

3. When the “Report settings”-dialog is done Tinybooker makes the report and opens the “Save”-dialog to get the file name for the report. After the report is saved it is opened in your browser or text editor.

4.2 View Report


From main menu select Reports/View report. The “Open”-dialog pops up and you may select one of the reports in the current period folder. Plain text report is opened in the editor you selected in the user interface configuration and HTML report is opened in your default browser.


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