Accessing and customizing reports MCQs on Peach Tree

By: Prof. Dr. Fazal Rehman Shamil | Last updated: August 1, 2024

1. Which menu in Peachtree allows you to access the report center?
   a) Reports & Forms
   b) File
   c) Tasks
   d) Setup
   Answer: a) Reports & Forms
2. How can you customize a report’s layout and content in Peachtree?
   a) Use the Customize Report option in the report center
   b) Modify the report directly in the Preview mode
   c) Use the Design tab in the report
   d) Adjust settings in the Options menu
   Answer: a) Use the Customize Report option in the report center
3. What is the purpose of the ‘Report Wizard’ in Peachtree?
   a) To create new reports from scratch
   b) To guide users through the process of creating customized reports
   c) To modify existing reports
   d) To export reports to other formats
   Answer: b) To guide users through the process of creating customized reports
4. Which option allows you to save a customized report layout for future use in Peachtree?
   a) Save As Template
   b) Save Layout
   c) Save Custom Report
   d) Export Report
   Answer: a) Save As Template
5. To filter data in a Peachtree report, which feature should you use?
   a) Report Filters
   b) Data Selection
   c) Report Options
   d) Customize Report
   Answer: a) Report Filters
6. How do you access historical reports in Peachtree?
   a) Through the Reports & Forms menu
   b) By selecting the Historical Reports tab
   c) Using the Report Center and selecting the desired date range
   d) Via the Archive Reports section
   Answer: c) Using the Report Center and selecting the desired date range
7. Which icon in Peachtree allows you to export reports to Excel or PDF?
   a) Export Icon
   b) Save As Icon
   c) Export/Save As
   d) Share Icon
   Answer: c) Export/Save As
8. What feature in Peachtree enables you to schedule reports to run automatically?
   a) Report Scheduler
   b) Scheduled Reports
   c) Automated Reports
   d) Task Manager
   Answer: a) Report Scheduler
9. How can you adjust the date range for a report in Peachtree?
   a) Modify the report parameters before running it
   b) Edit the report directly in the Preview mode
   c) Change settings in the Report Center
   d) Update the report template
   Answer: a) Modify the report parameters before running it
10. Which menu option in Peachtree allows you to print or preview a report?
    a) Print/Preview
    b) Reports & Forms
    c) File > Print
    d) Report Options
    Answer: a) Print/Preview

More MCQs on Peachtree

• Main navigation areas (e.g., Customers & Sales, Inventory & Services)
• Using menus and icons
• Accessing and customizing reports
• Customer and Sales Management MCQs
  • Creating and managing customer records
  • Processing sales invoices
  • Handling sales returns and adjustments
• Inventory Management MCQs
  • Setting up and maintaining inventory items
  • Recording inventory purchases and adjustments
  • Tracking inventory levels and costs
• Vendor and Purchasing MCQs
  • Creating and managing vendor records
  • Recording purchase orders and bills
  • Handling vendor payments and adjustments
• Accounts Payable and Receivable MCQs
  • Managing accounts payable (AP) and accounts receivable (AR)
  • Generating and paying bills
  • Invoicing customers and receiving payments
• General Ledger and Journal Entries MCQs
  • Understanding the general ledger structure
  • Recording and adjusting journal entries
  • Managing and reconciling accounts
• Payroll and Employee Management MCQs
  • Setting up employee records
  • Processing payroll and employee deductions
  • Handling employee benefits and taxes
• Financial Statements and Reports MCQs:
  • Generating and interpreting financial statements (e.g., Balance Sheet, Income Statement)
  • Customizing and analyzing reports
  • Understanding key financial metrics
• Backup and Data Management MCQs
  • Performing and restoring backups
  • Managing data integrity and security
  • Handling data migrations and updates
• System Configuration and Setup MCQs
  • Setting up company information and preferences
  • Customizing forms and templates
  • Configuring system settings and user permissions
• Troubleshooting and Support MCQs
  • Common issues and solutions
  • Accessing help resources and support
  • Performing basic troubleshooting steps
• Integration and Advanced Features MCQs
  • Integrating with other software or systems
  • Using advanced features like job costing or project management
  • Exploring additional modules or functionalities MCQs