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.
- 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.
- Now open up the + and select the type of report e.g. P&L or creditors as mentioned.
- Now name your report – it defaults at the top but you may want to rename it.
- 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.