Set Reporting Options for a Transaction List

You can specify reporting options for transaction lists.

To set reporting options for a transaction list:

1. On the Navigation menu, click Transaction Center > Transaction Lists.
2. On the toolbar of the Transaction List form, click the Transaction list option, and select the Show Report Options option.
3. In Transaction Type, select the type of transaction.

   The transaction type list is filtered based on your security role's access rights. If you use multiple companies, this list is further refined based on the active company. See the Accounting tab of Role Security for more information.

4. On the grid, select the transaction file that you want to print or preview.
5. On the toolbar of the Transaction List form, click the Transaction list option, and click Print or Preview.
6. In the Report Name field on the General tab of the Transaction List dialog box, enter a name for the transaction list.
7. On the Layout tab, set the font type, margins, orientation, page size, and other formatting options.
8. Click Run.

You can save reporting options for use in future sessions.