To generate an Income sources and suppliers report

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This report lists income sources and suppliers used by the school and shows the total turnover for each one for the period to date and year to date.

1. From the top menu choose Reporting. On the Records tab choose Income Sources & suppliers and Income Sources and Suppliers.
    
2. In the Display section:

• To include the search criteria in the report, tick the Search criteria box.
• To add notes to the report, tick the Report notes box and enter the required text in the displayed box.  
  

3. In the Settings section, enter any criteria you want to apply to this report as follows:

• Contacts  - To include a specific contact select them from the drop down list or search for them..

• Sort key - To filter the accounts using a sort key, select it from the drop-down list.

• Exclude inactive - By default inactive accounts are excluded. Click the switch to include them if required.

4. Click Generate report. The report opens in the Report viewer.