Valbiz™ Reports and Templates

The ValBiz System provides a number of standard reports. Each report details valuable management information from the system.

Select a link below to view samples of each report available.

Financial Reports
Invoice Templates
Statement Templates
Instruction Templates
Analysis Reports
General Reports
Report Writer

Generating a Report

The process to produce any of the reports is very similar. Here's an example for producing statements.

Note that the Export box can be ticked to send a formatted copy of this report straight into Excel (for e-mailing, or to further analyse the figures).

Pressing the Debtors/Statements button gives you a standard report criteria screen.

Decide how you want the report's output to be ordered, change the range of clients you are running the report for if you wish, note the 'Options' text and any hints provided, then press Print to produce the report. Tick preview if you want to see it on the screen first.

A Filter button is provided for specifying other more advanced criteria, this works in the same way as the ValBiz Generic Search tool. See the ValBiz Professional training manual for more information.