User Manual

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Chapter 7 Exporting, Reporting & Printing
7
Exporting, Reporting & Printing
Creating a Spending Report
A spending summary report lets you view expenses grouped by whatever field you choose.
Within each group expenses are then summarized by whatever other field you choose, displaying
the number of expenses and a total for each value.
1. Click Report.
2. Choose Create New Report. The Report Wizard opens.
Spending Report Wizard Step 1
In Step 1 of the Report Wizard you will choose a report type.
3. Click on Spending.
4. Click Next Step.
In Step 2 of the Report Wizard you will set report options.