How do I run a receipt report?

You can run receipts reports whenever want to see your information organized to highlight certain relationships. For example, the Reports > Receipt Reports menu offers a variety of summary reports you can run: Spending by Client; Category; Payment Type; Project; Vendor or Payment Class (by Billable, Paid by Co., Personal, Reimbursable, or Bill Paid); and client (Business & Personal View only). Reports are run on all receipts in the database. Use the options in the Reporting Wizard to narrow the focus of a report by Folder Type and Receipt Date.

You will find the following topics addressed in this section:

Use the report window toolbar

Run a report

Save a report

Using the Report Window Toolbar

The report window provides a toolbar for easy navigation, printing, and copying. The toolbar is pictured below.

Navigating in a Report

There are several ways to navigate within a report:

Use the Next Page and Previous Page buttons to move consecutively between pages.

Type a number in the Current Page Number field and tap Enter.

Use the Backward and Forward buttons to move between the currently viewed page and the previously viewed page.

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Univex NeatDesk, NeatScan, NeatReceipts manual How do I run a receipt report?