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

  1. On newer reports, click Save as, then select Published. If you see a Publish button, click Publish instead.Publish a report
  2. (Optional) Set up print styles for the report. Options vary depending on the type of report.
  3. Click Save or Publish.