Reports
(General Tab)

You can generate both text based and graphic reports for things such as cash flow, transactions, itemized categories, net worth, balance sheet, income statement, and account balances in VersaCheck SI&E by using the Reports feature found under the Reports menu item. By using the Accounts tab you can select which account or accounts to include in the report. By using the Categories tab you may determine which categories are used in generating the report.

  1. Choose a topic for the report to generate from the Topic list.
  2. Choose one of the report types from the Report type list that appears based on your topic selection.
  3. Choose the time frame for the report to cover using the drop down menu or select Custom and enter dates in the From and To fields.
  4. Select Preview to display the report on screen prior to printing or click Print to print the report directly.