Reports and forms can be copyied, altered or customized to extract the data in the format desired. There are two level of customization availabel through PhreeBooks. Reports are flagged as either standard or custom. Standard reports cannot be altered in PhreeBooks through the viewing screen. They must be changed through the Report Builder Tool. Standard reports may be copied to custom (My Reports) and altered to generate reports with specific criteria, fields, and field sequences.
If the security privileges are allowed, reports can be customized through the Tools->Reports script. This script will modify the standard reports and has full edit capability.
The criteria screens allow for users to alter a standard report or custom (My Reports) in a limited fashion. Users may customize the fields only in the display sequence, visibility (to show or not to show) and set criteria. This feature allows for special reports that, for example, will show sales for the day in a certain order, limited fields, to export to a spreadsheet.