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Creating Reports

In this tutorial we will create a simple gross margin report as shown at right. The report shows the current month’s sales and cost of sales with a percentage breakdown, then last months figures and the dollar difference.

  1. Choose File>New>New Report

An untitled Report window will open.

A MoneyWorks report consists of parts (or rows) and columns. When you create a new report, one part (the row labelled “Heading”) and one column (COL1) are created with it, as shown above.

In a profit report, the rows will contain details of our income accounts, then details of our expenses. The columns can contain whatever we feel is appropriate. For example we might want to have this period’s values, year to date figures, budgets and variances, or just the amount left in our budget.