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How do I produce a report or chart?
11/14/2008 - By Stephen Nelson
The steps for producing a Money report or chart are very simple. In a nutshell, you just select the report you want and identify the range of transaction dates that should be included in the report.
To produce a report or chart, take the following steps:
1. Display the Pick A Report Or Chart window. You use the Pick A Report Or Chart window both to select the report category you want and the specific report you want. To display this window, clickthe Reports link and then select Reports Gallery.
2. Select the report category and then the report. Use the Pick A Report Or Chart window to select both the report category and then the report. To select a report category, click one of the categories listed along the left edge of the screen. To select a specific report or chart, simply click it in the main area of the Pick A Report Or Chart window. For example, you might select Spending Habits report category by clicking and then select the Monthly Cash Flow report by clicking again.
3. Select an appropriate date range. You create a report using a specific range of transaction dates. For example, you might want to summarize income and expense data for the month of December, and in this case, you need to specify a date range as running from December 1 through December 31. To make a date range specification, click the Date Range box’s button and then select one of the predefined date ranges. If none of the predefined dates work, select Custom Dates from the Date Range box. Money displays the Custom Report dialog box. You can use its From and To boxes to specify the first transaction date and the last transaction date you want included on your report.
NOTE The From and To boxes work the same way as the date boxes in the account register. You can enter dates directly in these boxes using the mm/dd/yy date format, or you can click the boxes’ buttons to display a pop-up calendar that you can use to select a date.
4. Produce the report or chart. To produce the report or chart using the specified date range, click the Go To Report/Chart button. Money produces the specified report using the specified date range. For example, you might show a Monthly Cash Flow report using the date range January 1 through March 31. NOTE Predictably, the reports look slightly different from one another. Also, some of the entries listed in the Pick A Report Or Chart window are not actually tabular reports, but graphs or charts. Let me close with this tip: You can't hurt your Money data by producing reports and charts. Furthermore, because Money's reports and charts provide such excellent insight into your personal or small business finances, you really want to dig in and explore them. So do just that! Use Money's reporting to spot trends, identify problems, and exploit profitable opportunities.
L. Nelson is the author of do it yourself kits for Arizona incorporation, Arizona S corporation, and Arizona llc formation.
http://www.fasteasyincorporationkits.com/ArizonaCorporationKit.htm
http://www.scorporationsexplained.com/doityourself_ArizonaSCorp.htm
http://www.llcsexplained.com/doityourself_Arizona.htm
