DJI Computer Solutions
Software Applications for Microsoft Excel
The most unique, full featured spreadsheet applications on the web. These are not your father's spreadsheets!
The most unique, full featured spreadsheet applications on the web. These are not your father's spreadsheets!
Checkbook for Excel provides a host of robust reporting options for querying and displaying transaction information. There are a number of built-in standard Quick Reports and Ledger Filters, as well as a very user friendly report generator that makes creating your own reports or filters fast and easy. In addition to the options for creating reports, there are also several options for displaying report information.
Reports and Filters both work the same way. The only difference is in how the information is displayed. Reports extract information from one or more Ledgers to display it on a separate Report worksheet, Filters display the information within the Ledger itself by filtering out transactions and displaying only the transactions that meet your criteria.
The easiest way to display transactions for just a specific time period is to use one of the standard Quick Reports or Ledger Filters that the program provides. For more complex transaction inquiries, use the Create Report tool to define a custom report or filter. Custom reports can be displayed in a number of ways and the report criteria can be saved and re-used later so you don't have to re-create your custom reports each time.
Report information is displayed showing all the transasction details on the Report worksheet, but they are also summarized on the Report Summary and Budget Summary worksheets. The Summary worksheets show a summary of income and expenses by category. Just select the worksheet that provides the viewing format you prefer.
Use the links below for more information on creating and viewing report information.
Creating Reports, Filters and Summaries
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