In order to see the list of reports available to generate, click on the Reports tab of your ERP5 instance. On the left, you can see the Accounting area displaying a list of the reports you are able to generate: Import Report, Trial Balance, Account Statement, Journal, Third Parties, General Ledger, Balance Sheet, Profit and Loss, and Invoices Report. In order to create a report, <strong>simply click on the line of the report you want to create</strong>\n
. In our example, we will create Account Statement.\n
<p>Here is an example of an Account Statement report Creation. As you can see in the screenshot, please follow the steps to set the following information.</p><p>\n
Firstly, in the red area, the <strong>Section Category</strong>\n
is the group your company belongs to, you will have only one choice here;\n
<strong>From Date</strong>\n
and\n
<strong>At Date (end date)</strong>\n
are the dates delimiting your report.\n
<strong>The At Date is compulsory</strong>\n
.\n
</p><p>\n
Secondly, in the blue area, you can choose which <strong>Simulation State(s)</strong>\n
you want to display in your report, and the\n
<strong>Journal Type (types of transactions)</strong>\n
you need to display.\n
</p><p>\n
Thirdly, in the yellow area, you have to <strong>choose an Account, this is compulsory</strong>\n
, and then you can choose one of your\n
<strong>Bank Account</strong>\n
if you have several ones.\n
</p><p>\n
Then, in the green area, you can choose to display the <strong>Detailed Beginning Balance</strong>\n
, and to\n
<strong>Omit Grouped References</strong>\n
. You can also choose the\n
<strong>Format</strong>\n
of your report. As you will see in this item list, many formats are already supported by ERP5.\n
</p><p>\n
Finally, when you are done editing, click the <strong>"Account Statement"</strong>\n
<p>Here is an example of the Account Statement report we have just created.</p>\n
</details>\n
</section><sectionclass="screenshot">\n
<h1>Another example: Profit and Loss</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Generate.Report.Edit.Profit.And.Loss?format=png"type="image/png"title="Another example: Profit and Loss"alt="Another example: Profit and Loss">\n
<detailsopen="open">\n
<p>As you can see on the picture, this is an other example of report: Profit and Loss. The details requested by ERP5 are different from the Account Statement, as the report itself is different.</p>\n
</details>\n
</section><sectionclass="screenshot">\n
<h1>Profit and Loss</h1>\n
<imgsrc="http://www.erp5.com/user-Howto.Generate.Report.Print.Profit.And.Loss?format=png"type="image/png"title="Profit and Loss"alt="Profit and Loss">\n
<detailsopen="open">\n
<p>Here is the Profit and Loss Report we have just created.</p>\n
