The Template Select screen is the place where you will search for and select report templates to run. Templates you want to run regularly can be added to a Bundle.
Browse and Search Report Templates
Navigate to Reports -> Builder.
All Templates
This is the default view, showing the most popular templates in each type. Reports that are currently being used in your Report Bundles are flagged as IN BUNDLES if you hover your mouse over the flag it will reveal the bundles the template is used in.
Recently Used & Favourites
The Recently used menu contains a list of your most recently used report templates.
You can also save templates to your personal Favourites by clicking the Star Icon. Click again to remove from your personal favourites.
Template Manager - Dynamic Templates
See all your created Dynamic Templates on one screen, organise into Groups for easy reference and mark as Favourites. Reports that are currently being used IN BUNDLES will be flagged, if you hover your mouse over the flag it will reveal the Bundles the template is being used in.
Browse By Type
Select from Profit and loss, Balance Sheet, Cashflow, Charts or Transactions
Filter to Search
Use the Report type, Report data, Report period filters and search box to filter the report templates further.
Report period types
Custom Range: report period is a custom date range, where you choose a start and finish period.
Financial Year: periods are determined by your financial year and reports often include multiple ranges like month, year to date and full year.
Multiple Periods: report includes multiple consecutive periods like 12 months, 8 quarters or 5 years.
Preview & Run Reports
Click the Preview icon to view a pop-up preview. You'll quickly see a sample report, so you can see what a report will be like before generating it in full.
To generate a report, click the Play icon or anywhere on the tile.
See the Set Report Criteria help article for further details on using the Report Builder.