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How can I add another report to a Bundle?
How can I add another report to a Bundle?

When you want to add to an existing Bundle, create the new report first and then SAVE.

Sandra McCarthy avatar
Written by Sandra McCarthy
Updated over 2 weeks ago

  • Navigate to Reports > Builder > Select your Template

  • Set the Report Criteria as required, and REFRESH the page to check the report is producing what you want to see.

  • Click SAVE at the top right, Select the Bundle you wish to save the report to from the drop down list

  • Give your new report a Name and Reference if required

  • Tick the box to Change the report title that will be displayed

  • Click SAVE REPORT TO BUNDLE this will take you to the Bundle screen, your new report will be at the bottom of the list, use the up/down arrows on the left side if you wish to reposition the report higher up in the Bundle order.

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