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 includes the ability to configure fixed periods for each report within the bundle, ensuring that the data reflects a specific timeframe, such as a particular month or custom date range.
This help note will show you how to save a report to a bundle. Additionally, it will provide guidance on setting report periods to better meet your reporting needs.
Saving a Single Report
To save a report after configuring your desired settings and updating the report period:
Open the report template you want to save.
Make any necessary adjustments to the report, such as filtering or selecting a specific date range.
Locate the Save button in the top right-hand corner of the screen.
Click the Save button to store your report for future use.
Your report will now be saved with the updated settings, making it easy to access and reuse.
First Select a Report Template and then Set the Report Criteria
Click SAVE and then select the Report bundle to save the report to.
Update the following properties and click SAVE REPORT TO BUNDLE.
Name: name of the report when listed in the report bundle.
Reference: notes for your own reference about the report. This is also shown in the list of items in the report bundle.
Change report title in the bundle: toggle on and provide a custom report title to be used in the report.
