| □ | Exactly where is your Revenue coming from? |
| • | The Cash Receipts by Sales Category Report answers these questions precisely. |
| • | From the Main Menu Select the Reports Menu and Choose the Accounts Receivable sub-menu. |
| • | Select the Cash Receipt Reports option and Click Cash Receipts by Sales Category. |
| □ | Cash Receipts by Sales Category Report tabs - There are three tabs on the Cash Receipts by Sales Category Report dialog. |
| • | Options - Initially only the Options tab is shown (until you make your Options selections and Select Print). |
Cash Receipts By Sales Category - Options
| ▪ | Specific - This option allows the report to be limited to a specified set of (one or more) Sales Category Codes |
| o | Select this button and then Click the Ellipse in the Specific field to open the Select Sales Item ID dialog. |
Select Sales Item ID dialog
| o | Click the OK ü button to Close the Select Sales Item ID dialog. |
| o | The Selected Sales Category Codes will be inserted in the Specific field automatically, each shown in Quotes and separated by commas. |
Selected Sales Categories
| • | Date of Allocation - By default the Date Range will be the Current Month. |
| ▪ | Using the Drop-Down Date Selection Box , you may change the the Date Range for the Date of Allocation, if needed. |
| ▪ | From - Enter the First Date of the Sales to be included in the report. |
| ▪ | To - Enter the Last Date of the Sales to be included in the report. |
| • | Charts - If the All Sales Categories option was selected above, using the Drop-Down Selection List provided, you may request that a Pie or Bar Chart be included as part of this report's output. |
| • | Print - Click the Print button  to Preview and optionally Print (to a File or a Printer) this Cash Receipts by Sales Category Report. |
| • | Preview - The Preview tab presents the report which resulted from the Options you've selected. |
| • | Up Arrow/Down Arrow - hi - Moves the report one line up, or one line line down, respectively. |
| • | Page Up/Page Down - Moves the report to the previous or next page, respectively. |
Cash Receipts by Sales Category - Preview with Chart
| • | Home -  - Using either the screen or your Keyboard's Home key, moves the report to the top of the first page. |
| • | End -  - Using either the screen or your Keyboard's End key, moves the report to the bottom of the last page. |
| • | Arrows - The arrows allow you to move back and forth, from page to page. |
| • | Number - Indicates the page number you are viewing. |
| ▪ | You may also type in a specific page number, Press 8 Enter and that page will be displayed immediately. |
| ▪ | If you enter an invalid page number, it will be ignored. |
| • | Fit To Page - Click the first button after the arrows to size a full page of the report to fit the screen. |
| • | Zoom To 100% - Click the second button after the arrows to display the page at 100% (of the printed view). |
| • | Fit To Page Width - Click the third button after the arrows to size the page of the report to fit the full width of the screen. |
| • | Zoom To Percentage - Click the fourth button after the arrows to re-size the page of the report by percentage. |
| ▪ | When you Click the Zoom To Percentage button, the Percentage selector will be displayed. |
| ▪ | You may then Click the Up or Down ‚ arrow to set the exact amount of Zoom you want. |
| • | Print - Click the Print button to Print (to a File or a Printer)  the displayed Cash Receipts by Sales Category Report. |
| • | Email - Click the Email button  to send the Report to an Email Address of your choosing. |
| • | To Exit the Preview tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Preview tab. |
.
| • | Data View - This view provides a tabular (spreadsheet style) presentation of the selected data. |
Cash Receipts by Sales Category Report Data View
| • | Arrows - Click the arrows to move through the record. |
| • | Export - Exporting the data from this Data View tab (note the "fly-over" help available on these buttons): |
| ▪ | Export to CSV - Click the first button after the arrows to export the data to a Comma Separated Values (CSV) file format. |
| ▪ | Export To Excel - Click the second button after the arrows to export the data to an Excel (.xls) file format. |
| ▪ | Export To Html - Click the third button after the arrows to export the data to an HTML formatted file. |
| • | To Exit the Data View tab and Close this Report dialog Form, Click the Close button x on the right at the top of the Data View tab. |
