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Introduction |
This screen allows the retail user to perform budget and expense-income analysis based on various parameters. There are three type of reports that user can generate:
If the categories are not present in user profile then user cannot generate any report. In the Manage Category screen, the reports drop-down list would be made invisible if the categories are not linked to the retail user. By default, only those categories for which the budget is set by the retail user is considered for budget analysis. Budget consumption for each category is calculated as ‘Total of all Credit transactions’ subtracted by ‘Total of all Debit transactions’ and result is the absolute value of the subtraction. |
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Navigation |
The following is the navigation for this option:
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What you can do |
The table below provides a brief description of the data that must be specified on the screen and the functions you can perform: |
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Field |
Description |
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Reports |
From the drop-down list, select the report that has to be generated and click the OK button. Valid Values: |