Tag Archives: Reporting

Output to Clipboard

A spreadsheet is a digital document with cells formed by rows and columns. You can store data in each cell, calculate and analyse the information collected, or create visual charts enhancing the presentation.

The Numbers (comes with the macOS), Microsoft Excel (Popular but come with a price), and Google Sheet (you can have it once you have a Gmail account) are examples of a spreadsheet.

Output to Numbers and Excel are available in MoneyWorks. However, you may use the clipboard method if you are using other spreadsheets such as Google Sheet.

What’s a clipboard?

A clipboard is a temporary storage in an operating system.
It acts as a medium transferring data from one source to another.

How to output the MoneyWorks report into Google Sheet?

Output to Clipboard

Open a spreadsheet in Google Sheet, output your report from MoneyWorks via clipboard method, and then paste it into the Google Sheet.

That’s it!

Your report has transferred over from MoneyWorks to Google Sheet.

Print page number on the report

Software: MoneyWorks accounting software

By default, MoneyWorks product name and page number print at the report footer when the print page option has selected during printing, such as ‘MoneyWorks Gold – Page 1″ if you are using MoneyWorks Gold. You cannot remove the product name from the option, but you can customise the report if you prefer not to show ‘MoneyWorks Gold’ in front of the page number.

Default page number

Unlike custom template, which the page field is available in the form designer. To customise the report, add a Remark row at the top of the report. Then, use a cell within the Remarks row (for calculation purpose) and enter:

ident: pagenum
value: =0
Format: 0,-0

pagenum field

Note: ‘pagenum’ is a field name, you can replace with any preferred name.

Next, at the bottom of the report, add a Heading row after the Page Break row (or before the last End If row of the Ledger report) and set it as Running Footer, and then enter the formula in a Cell (your preferred location) within the row:

ident: pagenum
value: = pagenum+1
Format: 0,-0

If you prefer to print as Page 1 instead of 1 alone, then add a “page” text in a cell before the pagenum cell or add a username field if you want to print the name of the user who has prepared the report.

page number

Save the custom report in the Custom Plug-ins folder and remember to sign (give access right) and upload to the Datacentre server or MoneyWorks Now (Cloud-based MoneyWorks accounting software) if you are in a multi-user environment.

Contact your MoneyWorks consultant if you have a problem customising the report.

Financial and analysis reports

Software: MoneyWorks accounting solution

MoneyWorks has lots of financial and analysis reports built-in. The reports come with the standard ‘output to’ option of Preview, Printer, Email, HTML, Text file, Numbers, Excel, Word, Clipboard, and PDF file. These give the user an option to output the report into a spreadsheet to analyse with tools which they are familiar with, create a chart or graph from the exported data, import into another system, or keep a soft copy instead of hard copy prints (save the earth 🙂

page setup

Besides, you also have an option of adding a report title, page number, date printed or change the page orientation from portrait to landscape from the print setting.

page setting

It has a powerful report writer built-in which allow the user to create a custom report or use the analysis function (from the File menu) to analyse the sales, purchases or job profitability. For example, you may tag ‘xmas18’ (for Christmas 2018) to a transaction user field, and then create an analysis report to measure the product sold or profitability of this year’s Christmas promotion. Or you may analyse sales from an advertisement, trade show, or a government grant (such as PIC, SMEs Go Digital, etc.)

Download a trial today to test drive MoneyWorks accounting software or sign up a free demo to find out more about MoneyWorks.