Create a Bundle

Create a complete management reporting package containing your monthly reports, cover pages, notes and other rich text documents.

Shem Bogusz avatar
Written by Shem Bogusz
Updated over a week ago

Use one of our pre-configured bundle kits to create a full management reporting package.

  1. Navigate to Reports -> Bundles.

  2. Click Create New Bundle and select Choose from a range of pre-configured bundle kits on the right.

    Create new bundle

    Note: To create an empty bundle, select the Create a blank bundle option.

  3. Give the Bundle a Name by over-typing so you can easily identify each bundle

    Select an Organisation, Budget Version and Account Tree or Organisation Group.

    Next select the pre-configured bundle kit you would like to use by clicking on its name.

  4. Click the Create Bundle button.

For further help with Report Bundles refer to these additional help articles.

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