ZigaForm version 5.5.1

Report Navigator

By |2021-07-30T11:17:05-05:00June 8th, 2021|Comments Off on Report Navigator
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Introduction

The Report Navigator is an alternate way of accessing the wide variety of reports available in Total Office Manager.  Many find that Report Navigator is easier and quicker to use than the main menu for locating necessary reports.

Using the Report Navigator users can view and sort a list of reports available in Total Office Manager.  Users can view a list of previous reports which have been viewed. Users can view a list of which report you or the company select most often.  Reports can even be exported directly into MS Excel™, MS Word™, or Adobe Acrobat™ formats (Microsoft Excel™ (97 or higher), MS Word™ (2 or higher) and Adobe Reader™ (5 or higher) is required to view these files once exported into the respective format).

Form Access

  • From the main menu click Reports | Report Navigator

Step-By-Step

  1. Open the Report Navigator form as noted above.

  2. Highlight the report to run by clicking on it.

  3. Click the Options button and setup the report as desired.  Options vary by report.

  4. Click the Preview button to review the report.  Print and export functions are handled from within the preview window.

Tips

  • Double click on any report to preview.

  • MS Excel Extended is a collection of special characters and associated codes adopted by the ANSI standards organization. The ANSI character set includes many foreign characters, special punctuation, and business symbols.

  • The two most often used forms, and perhaps the most important, are the Income Statement and the Balance Sheet.

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HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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