Standard Reports

MoneyWorks comes with a large number of standard reports which are stored as separate files in the Reports folder in the MoneyWorks 8 Standard Plug-ins Folder. These reports, and ones that you have created in MoneyWorks Gold and stored in the Reports folder in the MoneyWorks Custom Plug-ins1 folder, appear in the Reports menu. Commonly used reports that pertain to a selection of information displayed in one of the lists will also appear in that list’s sidebar.

When you print a report, MoneyWorks displays a Report Settings window. This makes it possible to print one report in many different formats. For example you can summarise a report by setting the Sort pop-up menu to one of the Condense options, or the same report can be subtotalled by setting the pop-up to one of the Subsummary options. The same report can also be printed for the entire organisation, or for individual cost centres or segments by using the Breakdown options.

Note: Access to the standard reports in MoneyWorks Gold and Datacentre is controlled by user privileges. For example, if a user doesn’t have the privilege to do an Account Enquiry, they will not be able to access any of the general ledger-type reports.

MoneyWorks Gold also allows you to design your own reports. These reports are the key to an accurate and timely awareness of the state of your business. They can include as little or as much detail about ledger balances, budgets, customers, products etc. as you wish — see Custom Reports

1  For details on where the plug-ins folders are located, see Managing Your Plug-ins.