Extending reports

Custom reports can be modified using these methods:

• Use data views to create ad hoc reports, and the application includes tools to build or modify data views.
• Modify critical numbers graphs, which show on the Home forms, to alter the type of graph, and the data parameters.
• Use Microsoft Excel to exported or import data. You can format data as needed.
• Use the Microsoft Excel Financial Report Writer Add-in to create financial reports such as Profit and Loss and Balance Sheets. Standard report templates are provided with the product.