B5 – Transaction Type Analysis

B5 – Transaction Type Analysis

Estimated reading time: 2 min

Financial analysis by transaction type and reporting for tax returns. It also shows an opening and closing balance for debtors which can be an index of your credit control.

Accessing The Transaction Type Analysis Report

  1. Go to the RxWorks Task Panel.
  2. Select ‘Reports’ from the "toolbar".
  3. Select ‘B: Accounts, Revenue & Tax Analysis.’
  4. Click on ‘Transaction Type Analysis’ under ‘5: Sales Tax.’

The window shown above will appear.

About the Transaction Type Analysis Report

Notice the report shows the number of transactions, average amount of transactions, net total and tax amount for each category of transaction. The report also shows the opening and closing balance for the period selected.

When To Run This Report

At the end of a financial year and whenever tax returns are to be completed.

The Report Window

Date Range

This is the time period for which any transactions will be summarised. You can select a common Date Range from the upper most dropdown box, such as ‘This Week’, ‘This Month’, ‘Last Account Period’, etc. When a Date Range is selected, the two dates below (start date & end date) will adjust accordingly. You can also set the start & end date fields manually.

Filter By Clinic Options

Clinic Selection

Select which clinic to group transactions under. You can choose to view transactions by the clinic they were generated in or by the client’s preferred clinic.

Restrict To Clinic

The report can be restricted to show only transactions in the selected clinic (Branch clinics only).

Additional Options

Show Balance

If checked, the opening and closing balances for the selected date range will be shown on the report.

Viewing Options

Preview Button

This opens the report in a preview window, from which you can review it, then save and/or print it.

Print Button

This prints the report on the Crystal Reports default Page Style unless otherwise specified.

Excel Button

This opens the report in Microsoft Excel as a spreadsheet.

Export Button

This allows you to export to the following file types (some of the file types are available via the other viewing options):

  • Adobe Acrobat (PDF)
  • Crystal Reports (RPT)
  • HTML 3.2
  • HTML 4.0
  • Microsoft Excel 97-2000 (XLS)
  • Microsoft Excel 97-2000 – Data only (XLS)
  • Microsoft Word (RTF)
  • Microsoft Word – Editable (RTF)
  • ODBC
  • Record Style – Columns with spaces (REC)
  • Record Style – Columns without spaces (REC)
  • Report Definition (TXT)
  • Rich Text Format (RTF)
  • Separated Values (CSV)
  • Tab Separated Text (TTX)
  • Text (TXT)
  • XML
  • PDF Button

    This opens the report in a PDF viewing software like Adobe Acrobat or Foxit Reader.

    Setup

    This opens a dialog in which you can change the page style of the report.

    Cancel

    This returns you to the Reports page without creating a report.

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