Save Report Format

This article will explain how to save your report selection as a template, saving you time and giving you the option to load your past format rather than having to re-select the report options and filters. 

To Save Report Format:

1. At the Home Page, click Cashbook.
   
   
2. Click Report.
   
   
3. Choose the report you wish to save. 
4. Click Save Report Format.
   
   
5. Give your report a title. E.g. Repairs and Maintenance - Tractors.
6. Click the green tick to save the format.
7. Next time you wish to use the format click Load Report Format and select the saved report.