Memorised report layouts

Reports are built by choosing columns, filters and a sort. Once you have one the way you want it, save the layout and call it back next month instead of rebuilding it.

• Save a report layout under a name you choose — the general ledger, financial statements, aging, tax, receipts and payments, payroll and time card reports all have Save Report.
• Recall it and it rebuilds against current data, with the same columns, filters, sort and subtotals.
• Keep several layouts of the same report — one for the board, one for the auditor, one for you.
• Layouts are per user, so nobody else’s list gets cluttered with yours; an administrator can share one with everybody.
• Edit or delete a saved layout whenever it stops being useful.
• Saved layouts appear on the report screen they belong to, not in a separate menu to hunt through.

Where to find it Save Report button on the ledger, financial statement, aging, tax, payment, payroll and time card reports; the Report selector on the report screen

Saving and recalling a layout

1. Build the report as usual and press Continue.
2. On the result, press Save Report, give the layout a name and save. The filters, columns, sort and subtotal are stored under it.
3. Next time, open the same report screen and pick the name from the Report selector at the top. The screen fills in as you saved it, dates included — change the dates for the new period and press Continue to rebuild it against today’s data.
4. Recall a layout, change something and press Save Report to update it. A recalled layout is always saved back over itself, even under a new name; to keep two versions, build the second one from a fresh report screen.