Reporting on Additional Transaction Information

After recording a sale transaction with additional information such as the total weight in kilograms of the animals in the sale and the number of animals,  how can I report on this data?

To add additional information to transactions see the Knowledge Base tip: https://support.practicalsystems.com.au/Articles?id=868

To Report the Additional Information that you have added to transactions in Cashbook:

Step 1

• Click on the Reports > Accounting Detail > Account Summary (Ledger) menu option.

Step 2

• Under the Basic Details tab select the appropriate options for Date period Selector and Report Type and ensure that the Print Quantities/Averages box is ticked. You may also add a report title and select other applicable options.

Step 3

• Under the Account Filters tab, select the relevant filters you wish to use. For example under Accounts select the account code required - e.g. 015 - Sale of Sheep.
• Once you have selected all appropraite options click on the Print button to view the report.

Step 4

• From the printed report you are able to save, email or export the report in a different format. By selecting the drop down arrows next to either the email symbol or export symbol a list of options will allow you to choose what type of file format you wish this operation to occur in. Once you have finished with the report click on the Close button.