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Generate Reports Within Earnings Tracker

Note: You must be logged on to Earnings Tracker to be able to generate reports.

Although the main Earnings Tracker spreadsheet gives you an overview of the data you have entered into Earnings Tracker, and the calculations that have been made, it is sometimes useful to be able to print out a list of specific items, for example, a list of all the invoices that have been raised for a particular year, a list of expenses taken for a particular year, or a list of dividend payments made to shareholders for a particular year.

Typically, you could add any reports you generate to the pack of information you pass to your accountant to assist with the preparation of your company accounts.

Generate a Report

To generate a report:

1. From the menu bar at the top of the Earnings Tracker window, click Reports.
2. Select the type of report you want to generate.
3. Select the year for which you want to generate the report.
4. Click the button to generate the report.

Print a Report

Having generated a report you can print it by clicking the Print Report button at the base of the report.

Export Data in Comma Separated Value (CSV) Format

Having generated a report you can export the data in comma separated value (csv) format by clicking the Download CSV file link. This is useful if you want to import the data into a spreadsheet package such as Microsoft Office Excel.

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