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.
Select from Profit and loss, Balance Sheet, Cashflow or Charts.
Favourites & Recently Used
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.
Filter and Search
Use the report data, report period filters and search box to filter the report templates further.
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.