How Do I Generate Reports?

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In BillQuick Online, you can generate reports in two ways: Report Center or any BillQuick Online screen (in-context reports). You can filter any of the pre-defined reports according to your requirements, including filter by ‘Group’. BillQuick Online cuts the wait time with the background report generation. You can get back to work while BillQuick Online compiles and generates your report.

 

To view or print a report:

 

  1. Click the Reports menu on the navigation bar to display the Report Center.
  2. The reports are organized by category on the left side of the screen. Navigate through the reports list and click on the report to be viewed or printed. The location of the report displays at the top.

    Select the Legacy View check box under Options if you want to view the list according to the older categorization.

  3. Enter or select the desired Date Filters, Other Filters, More Filters or Group Filters. Select a range of items in the From-To fields or discrete items in Select Items fields.
  4. After you have applied the filters, click View on the button panel to preview the report. It opens the selected report in the PDF layout after applying the desired filters. Viewing a report opens it in the PDF viewer by default.
  5. Back on the Report Center, click Options > Favorite on the button panel to add the current report to your Favorite list. If you applied filters to the report and want to save the settings, click Memorize.
  6. When you have finished, click Close.