These fields allow you to select what prints on the report.

Select EntityCompany (button)

Click the button to select the entitiescompanies for which you want to print the report and click Save.

Sort By

Select an option to sort the report by. Options are Contract, Customer, Job.

Based on your selection, other options on the page may change.

New Page per Contract/Customer/Job

Select this check box and the report displays a new page when the contract/customer/job changes.

As of Date

The date you want to run the report as of. The date determines if the contract/job is included based on the contract date.The login date defaults into the field.

To change the date, click in the field and use the Electronic Calendar.

From Contract / Thru Contract

Pick a Contract ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one ID, select the same entry for the From and Thru fields.

From Customer / Thru Customer

Pick a Customer ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one customer, select the same entry for the From and Thru fields.

From Job/ Thru Job

Pick a Job ID range for the report. Use the Lookup icon for each field to enter a starting and ending entry for the range. To run the report for one job, select the same entry for the From and Thru fields.

NOTE that this field appears only when a job-related field is selected for Sort By.

Include Unapproved

Select this check box to include unapproved. transactions

Contract Status

Select a status and only contracts with that status appear on the report. Status options are: Open, Closed, or Both (Open and Closed).

Report Format

Select a report format:

PDF Format: Print the report in PDF format for use in a PDF viewer, such as Acrobat.

Create Spreadsheet: Prints the report in an Excel spreadsheet.