Open a report and change its period

Steps

1. Click Reports in the left menu.
2. Click a family on the left: Business Overview, Financial Statements, Sales, Salesman, Receivables, Collections, Purchases, Payables, Inventory, Inventory Valuation, Production, Import Management, Banking, Tax or Audit & Compliance. Or type in Search reports….
3. Click the report card.
4. Open the period list at the top (it starts at This Financial Year) and choose Today, Yesterday, This Week, Last Week, This Month, Last Month, This Quarter, Last Quarter, This Financial Year, Last Financial Year or Custom….
5. For Custom…, enter the two dates and click Go.
6. To filter a register (by customer, vendor, item, salesman, status and so on), click Filters. You can save a filter set and load it automatically next time.
7. On reports that compare, choose Previous periods, Same period, previous years or Custom periods… in the comparison list.
8. Click Reports (the back arrow) to return to the catalogue.

What MAJA does for you

• Every figure is read from the general ledger. Names, documents and figures shown in blue are links to their source.
• The footer of each report says which report, which comparison, who generated it and when.

Good to know

• "This Financial Year" follows the Financial Year Start in Settings → Accounting.
• Comparison is available on the Profit & Loss, Balance Sheet, Cash Flow, Statement of Changes in Equity, Comparative Trial Balance and some sales and purchase reports.
• Statements such as the Profit & Loss and Balance Sheet have no Filters button.
• You only see the report families your role may view.