Daily Activity report
About the report
This report is a complete list of daily activities that you can use to enter into your accounting solution. If you use AIMsi's General Ledger module, this report is informational only; these totals are already recorded for you.
- Select Detail to include invoice number and date, account, location, workstation, and employee ID information for each category for the reporting period.
- Select Total to include high-level totals for each category and sales type for the reporting period. This is the default selection for this report.
Run the report
- On the Report Catalog window – Miscellaneous tab, select Daily Activity Report.
- Click Run. The DefaultReportTimes window displays.
- Enter your report parameters in the Work Station#, Date Range and Time, Region, and Location boxes.
- Select the desired report detail level.
Hint: To save your report settings, right-click on the window and select Save New Report Preferences. The next time you run the report, you can right-click on the window and select the saved preferences without re-entering all of the report criteria.
- Click OK. The Select Output Destination window displays.
- Select your desired output destination and click OK. The report is sent to print preview, a printer, a file location, or email, depending on your report output selections.
Did you know? To quickly enter today's date in any Date boxes, press T on your keyboard. To quickly back-date or forward-date by one day, use the Hyphen key (-) and Equal key (=) on your keyboard (alternatively, use the Minus Sign and Plus Sign keys on your keyboard number pad). To quickly back-date or forward-date by one month, use the Page Up and Page Down keys on your keyboard. Press F6 to display a calendar and select a date.
Diagrams
The following thumbnail illustrates the Daily Activity report. Click the thumbnail to view an interactive image.