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Can I Set Up a Report Book?

There is an opportunity within Management to set up your Favourite Reports. These can then all be selected and printed on a regular basis for your monthly or quarterly meetings.

These are the main steps to setting up your Favourites List.

  1. Go to NEW and choose the area of the program that the report would usually be generated from e.g. P&L would come from Management but Creditors would come from Suppliers.
     
  2. Now open up the + and select the type of report e.g. P&L or creditors as mentioned.
     
  3. Now name your report – it defaults at the top but you may want to rename it.
     
  4. Finally choose the detail level you want. Do this by highlighting your newly named report and click on Options. Once you have selected the relevant options save them.