Report Manager

Screenshot of the Report Manager window in Moneylender.

You can get to this window by clicking Reports > Customize from the main menu.

The Report Manager lists the report templates in your portfolio. Using the buttons at the top you can create, edit, remove, import, export, arrange, toggle visibility on the menu, and reset the report templates.

New button New – Add a new report to your portfolio. Opens the Report Editor window.

Edit button Edit – Change the selected report. Opens the Report Editor window.

Delete button Delete – Remove the selected report from your portfolio.

Copy button Copy – Make a duplicate of the selected report, columns and filters included. The copy is given a numbered name and you can edit it without changing the original.

Menu button Menu – show or hide this report on the Reports menu in the main window.

Import button Import – Copy report templates from Moneylender’s defaults or any other portfolio or template file. This will open the Import Templates window with Reports selected at the top.

Export button Export – copy the selected report templates to an existing portfolio file or a new or existing template file.

Up button Up – Move the selected report higher up on the Reports menu of the main window.

Down button Down – Move the selected report further down on the Reports menu of the main window.

Revert button Revert – delete all the reports in this portfolio and add the default reports that come with Moneylender.

See also:
Report Editor
Report Columns
Report Filters
Record Values Available for Report Columns