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Create a Bundle

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

Written by Shem Bogusz

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

  1. Navigate to Reports -> Bundles.
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  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.
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  3. Give the Bundle a Name by over-typing so you can easily identify each bundle
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    Select an Organisation, Budget Version and Account Tree or Consolidated Group.
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    Next select the pre-configured bundle kit you would like to use by clicking on its name.
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  4. Click the Create Bundle button.

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

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