Skip to main content

Save a Report to a Bundle

You can add any report to a bundle and save all the settings

Mick Devine avatar
Written by Mick Devine
Updated over a year ago

Report Bundles allow you to combine a variety of reports and dashboards together with cover pages, notes and other PDF documents, then display and print them as one document.

This help note will show you how to save a report to a bundle.

  1. First Select a Report Template and then Set the Report Criteria
    ​

  2. Click SAVE and then select the Report bundle to save the report to.
    ​

  3. Update the following properties and click SAVE REPORT TO BUNDLE.

    1. Name: name of the report when listed in the report bundle.

    2. Reference: notes for your own reference about the report. This is also shown in the list of items in the report bundle.

    3. Change report title in the bundle: toggle on and provide a custom report title to be used in the report.

Animation saving a report to a bundle.

Did this answer your question?