Reports

Overview

Prospects™ allows you to create printable reports displaying your financial information. At this time, only the Cash Flow report is available. However, if you would like to see other reports generated, please contact the MotiMotion Support Team at support@motimotion.com.

Cash Flow Report

To create a cash flow report, click the plus sign (), ctrl-click (right click) on an entry in the My Prospects panel and select the "New..." option, or click the action icon () and select the "New..." option:

The Reports window will be displayed:

Enter the name of the cash flow you are creating and select OK. The cash flow template will then be displayed. On the main screen, the boxes indicated in yellow are editable fields. You can make changes to those fields at any time. On the left hand side of the report screen, the Cash Flow Options are outlined. You can specify the timeframe for the cash flow report by utilizing the drop down menus and date fields. The timeframe options available to you are:

Select the account or accounts you would like included in the report, or choose the All checkbox to include all of your accounts in the report. Next choose the specific format: consolidated or monthly. The consolidated format provides a very concise view of your cash flow while the monthly view displays a more expanded report. You can also choose to see your cash flow with categories indicated. Prospects™ by default rounds dollar figures to the nearest whole, however if you would like decimals displayed in your report, select the corresponding checkbox in the Options panel. The cash flow report will be updated in real time based upon your Cash Flow Report Option selections.

To print your cash flow report, select the print icon ().