• Video Tutorials 

    When you have finished reading these help notes, please close this window.

    This screen is used to view tabular and graphical representations of financial information for the Service for a selected 12 month period.

    Use the Month and Year fields, to select the 12 month period of data to view. To view the previous year or the next year click the or  icons.

    To view table information without graphs select Yes from the Print Table Only drop down list.

    Click on the Search  icon to display information.

    Select the Print button, to Print a hard copy of this report.

    Funding by Type 
    Displays the amounts received for funding, split by type of funding, for the 12 month period selected in graphic and tabular form. To change the format of the graph click on the icon and select Bar, Line, or Stacked Bar. 

    Invoices - Credit Notes 
    Provides both a graphical and tabular view of invoice totals less credit note totals and credit journals for the selected 12 month period. To change the format of the graph click on the icon and select Bar, Pie, Polar Area, or Doughnut. 
    Using the horizontal scroll bar  below the table of figures, click and drag the scroll bar right or left to view the entire 12 month period.

    Receipts 
    Will display the total receipts for each month of the selected period. To change the format of the graph click on the icon and select Bar, Pie, Polar Area, or Doughnut. 
    Using the horizontal scroll bar below the table of figures, click and drag the scroll bar right or left to view the entire 12 month period.

    Funding 
    Will display both a graphical and tabular representation of funding totals for each month in the selected 12 month period. To change the format of the graph click on the icon and select Bar, Pie, Polar Area, or Doughnut. 
    Using the horizontal scroll bar  below the table of figures, click and drag the scroll bar right or left to view the entire 12 month period.

    Income 
    Will display both a graphical and tabular representation of total receipts plus funding to provide a total income figure for each month in the selected 12 month period.  
    To change the format of the graph click on the icon and selecting Remove Total Row, Bar, Line, or Stacked Bar. 
    Using the horizontal scroll bar  below the table of figures, click and drag the scroll bar right or left to view the entire 12 month period.


    For further information or assistance call
    0508 INFOCARE (0508 463622) or email help@infocaresolutions.co.nz 
    © 2018 Infocare Systems Limited