How to edit or view a custom report with Budget Manager or Inview on the DM500, DM525 and more

Products affected: DM500™, DM525™, DM550™, DM575™, DM800™, DM800i™, DM825™, DM875™, DM900™, DM925™, DM1000™, DM1100™, DM Infinity™
  1. Press Reports.
  2. Select Accounting Reports.
  3. Press the right arrow button. The Set Up Custom Presets screen appears.
  4. Select View / Edit Report.
  5. Select the custom report you wish to view or edit.
  6. (Optional) To edit the report name, use the left arrow button to backspace or press the Clear button to delete the existing name, then enter the new name.
  7. Press Enter to accept the report name.
  8. Select the data you wish to add to the report and deselect the data that is not needed.
  9. Press Enter to save your selections.
  10. If you selected any data that can be subtotaled, the Select Data to Group by: screen will appear.  Select the data to be subtotaled on the report. (Options vary depending on which data was selected.)
  11. When finished selecting the data, press Enter.
  12. If you selected account data to be included in the report, select one of these options:
    • Prompt for an Individual Account: requires the operator to select an account before printing the report
    • Include All Accounts: includes all accounts when printing the report
  13. Press Enter to save the changes.
UPDATED:  November 30, 2017