Creating Your Own Reports

MoneyWorks reports are kept as separate documents: the reports that are supplied with MoneyWorks are kept in the Reports folder in the Standard Plug-ins folder; any reports that you modify or create should be kept in the Reports folder in the Custom Plug-ins folder. This keeps them separate from the pre-supplied ones, allowing you to back them up easily and also to preserve them in future upgrades of MoneyWorks —see Managing Your Plug-ins. Only reports in the Reports folders in these two Plug-ins folders are displayed in the index to reports and the Reports menu.

Because MoneyWorks reports are stored as separate documents outside of your actual accounts, you can use the same report for different companies. You can even use reports created by other MoneyWorks users, and they can use your reports.

Although this tutorial is based on the tutorial file “Acme Widgets”, creating a report is not always document specific so you can use your own document if you wish—creating a report does not affect the MoneyWorks document itself. However remember that the sample reports shown will look different if you don’t use the Acme Widgets file.