Reports are an integral part of any enterprise that requires information to be relayed in a presentable format. GoodBooks offers several features that keep ease of use, presentable information, and customization as its priorities.

Below is an example of a report (HTML view) on a trial balance account:

Reports can also be viewed in grid form. Here the grid view of pay period is shown.

Click on the header of the column to display that column in alphabetical order. Click on it again to sort it in reverse format. It is similar to ascending and descending sort function. Please note that these methods apply only to the page you are currently using.

Buttons & functions:

Click on the tools button present on the top right corner of the screen. There are several options available:

1. Refresh

Refresh option is used to update the screen after any changes has been made.

2. Report

This tool will make the screen be generated as a report, redirecting it to a third party software that handles reports.

3. PDF

This will generate a PDF format of the screen.

4. CSV

This shall generate a CSV format of the screen.

5. Mail

The report will mailed to the email address responsible.

6. About

Presents the details about the report along with the related user rights.

7. View

This allows you to change the views. The HTML type view gives a summary of the information with several links. The grid view lists all the data available for that specific report.

Next to tools, there is the filter button and this helps you to set various filters or criteria based on your requirements. E.g. If you are looking for the attendance report of employees belonging to a particular department of your organization, it is possible using filters.

Not only are you able to apply a single filter, but many simultaneously. E.g. Attendance of employees of a certain department working at a particular shift can be viewed as reports.

Below are available filters under Daily attendance.

There is also a feature that allows you to save the filter configuration so that you need not select the same filters individually again in the future. If these settings are to be shared with other users check the share settings field. You can also make this as your default so that you don’t have to set each filter every time you use by checking the make default filter field.