Reports

Gary's Avatar

Gary

15 Sep, 2021 06:57 PM

Can I create reports?

  1. 1 Posted by dwg on 15 Sep, 2021 08:24 PM

    dwg's Avatar

    I'm a fellow user.

    It is not possible to create a report from scratch.

    The provided reports are templates that can be customised to suit a variety of purposes and memorised if desired.

  2. 2 Posted by Gary Gamboa on 15 Sep, 2021 08:28 PM

    Gary Gamboa's Avatar

    thanks, I found it

    Gary Gamboa, President
    EDI Integration Services, LLC.
    617.306.5671

    ________________________________

  3. Support Staff 3 Posted by Maddy on 16 Sep, 2021 12:20 PM

    Maddy's Avatar

    Hi Gary,

    I can see you’ve received a reply from one of our knowledgeable Moneydance customers. To add to this useful information I thought it's worth mentioning that you can find Graphs and Reports under Tools. Here you can find a list of Report Types and Uses.

    Please let us know if you have further questions or need more assistance.

    --
    Maddy, Infinite Kind Support

  4. Maddy closed this discussion on 16 Sep, 2021 12:21 PM.

  5. Gary Gamboa re-opened this discussion on 16 Sep, 2021 12:23 PM

  6. 4 Posted by Gary Gamboa on 16 Sep, 2021 12:23 PM

    Gary Gamboa's Avatar

    This comment was split into a new private discussion: Enable Direct Connect

    Thanks. Yes, I found it. But the setup for online transaction download is very convoluted and I couldn't get it to work, and for me that's importent.

    Gary Gamboa, President
    EDI Integration Services, LLC.
    617.306.5671

    ________________________________

  7. Maddy closed this discussion on 16 Sep, 2021 12:38 PM.

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