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