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Clients & Profits Data Dictionary



 


The key to printing custom reports is knowing which files contain the information you need. For example: to print a client list, a custom report would include fields from the CLIENT file. To print a job cost report, a custom report would contain fields from the COSTS file. To print a custom client invoice aging report, the report would show fields from the AR file.

You can mix fields from different files on the same report to show more information. For example, a custom job summary report can show task totals (from the JOB_TASK file), the client name (from the CLIENT file), the status description (from the STATUS_CODES file), and the job name (from the JOBS file).

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