Element Listing

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Element Listing

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The Element Listing report provides information about element types that you have set up in AccountMate. Among the information shown in this report includes the element type code, description, status and information on whether the element type record is set as default or not.

 

This report can be used as reference to provide information on the complete list of element types that are set up in AccountMate.

 

 

To print the Element Listing report, perform the following steps:

 

1.Access the Element Listing function from the Listings group in the Reports main menu.

 

2.Click the List box button beside the Configuration field and select the desired report configuration.

 

3.Select the report sorting option that you want to use by clicking the List box button next to the Sort By field.

 

4.In the Layout field, click the List box button to select the desired report layout you want to use in generating the report.

 

5.In the Type area, select whether you want the report to be displayed in Detail, Subtotal or Grand Total.

 

6.Mark the applicable checkbox in the Report Footer area if you want to Include Time or Include Printed By in the report.

 

7.In the Report Configuration area, you may mark the Individual checkbox if you want to generate the report for a single record and enter the appropriate value in the adjacent field; otherwise, select in the Filters area the desired criteria in generating the report.

 

8.Select any of the following options for which you want to generate the report:

 

Active and Inactive Status

Active Status Only

Inactive Status Only

 

9.Click the Preview or Print button to preview or print the report. Click the Configure tab to return to the report configuration page.

 

 

The Element Listing function also provides you with flexibility to perform the following:

 

Set up user-defined sort option

Set up user-defined report layout

Include notes in the printed report

Export the report to various supported file formats

Send the report as attachment to an email

 

 

 

 

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