All Quick Reports

The following Quick Reports are available from the Home Center sidebar.

For some quick reports, a selection form is displayed so you can define selection parameters for the report. Other quick reports run immediately (no selection window) and preview in the Report Viewer. Print the report from the viewer by clicking the printer icon.

Notes

Launches the Notes Report data entry form to view notes for a bank, broker, company, customer or vendor. You can also view personal notes assigned to you.

Scheduled Report Recipients

Identifies the Scheduled Reports you are receiving, and those reports for which you are the Primary or Backup Approver.

There are no selection options for this report.

Suspense

List of suspended items for the logged-in employee. Management can use this report to verify that items are being suspended properly, and that they are being cleared in a timely manner. More...