Create and Save a Report
- In the Accounting menu, select Reports.
- Click More reports to expand the section if the report is hidden.
- Click to open the report you want.
- Click Report Settings to apply the custom options you need, then click Update.
At the bottom right of the report, click either:
- Save As, then select Draft, for a new report.
- Save as Draft, for an older style report.
Please note: only users with the advisor user role can save or publish a draft report.
Save a draft report to the Published tab as a read-only snapshot. Published reports capture your accounts at the moment you run them. For example, if you publish a report for March and in April enter a bill with a March date, when you run the report for the same period later, it will reflect the late bill. This doesn’t affect the report you’ve already published.
Publish a report from the Drafts tab
- In the Accounting menu, select Reports.
- Select the Drafts tab.
- Click the menu icon
to the right of the report you want to publish, then select Publish.
- (Optional) Set up print styles for the report. Options vary depending on the type of report.
- Click Save or Publish.
Publish a report from the report itself
- On newer reports, click Save as, then select Published. If you see a Publish button, click Publish instead.
- (Optional) Set up print styles for the report. Options vary depending on the type of report.
- Click Save or Publish.
