Custom Reports

MoneyWorks reports are designed in a Report Editor window. You create or modify a report to contain the information and the formatting that you want. Reports that you will re-use should be saved into the Reports folder in the MoneyWorks Custom Plug-Ins folder.

MoneyWorks reports can also be used as Plain forms1 and the Bank deposit slip.

You should work through the Report Writing Tutorial before reading this section.

Reports are designed using Parts and Columns. Parts determine which accounts, headings and kinds of summary will appear in the report. Columns define what information from the accounts will be presented. A third type of report element, the Cell, can be used to place additional headings into a selected column.

Creating a New Report

  1. Choose File>New>New Report

A new Untitled Report appears in a window. The window can be resized or repositioned using the standard window features.

The report contains one Part (an empty Heading) and one blank Column.

You design the report by adding parts and columns and specifying their content. For an introduction to creating reports, you should work through the Report Writing Tutorial.

  1. When the report is complete, save it by choosing File>Save Report

The File Save dialog box will be displayed. You need to name the report and save it—you should save your reports in the Reports folder in your MoneyWorks Custom Plug-ins folder —see Managing Your Plug-ins for the location of this.

1  They need to be saved into the Invoices (or Statements) folder in the Plain folder in the MoneyWorks Custom Plug-ins folder