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Report Packs

ver. 2.0

 

Always build the same Account reports? You can now create a report pack and export it to a single PDF.

Pick from any of the available reports, and create your own customized report pack.

 

Create A Generic Report Pack:

Go  to the sidebar menu and click “Report”.

Report_Packs_01.png

On the “Reports” page scroll to “Account Packs”.

Click “Add new Report Pack”.

Report_Packs_02.png

On the “Create Account Report Pack” page, assign a name to the report pack. Then simply click on the report you want included in the pack. Click “Save” when done.

Report_Packs_03.png

If you want to remove a report from the pack, click the selected report. This will bring back the report to the "Available Reports" list.

Report_Packs_04.png

Your newly created report pack will appear on the "Accounts Pack". You can change or delete your report pack anytime by clicking "Edit".

Report_Packs_05.png

 

Create A Report Pack For A Specific Account:

Go  to the sidebar menu and click “Report”.

Report_Packs_01.png

 

On the “Reports” page scroll to “Account Packs”. Select the account. Click "Add New Report Pack".

Report_Packs_06.png

On the “Create Account Report Pack” page, assign a name to the report pack. Then simply click on the report you want included in the pack. Click “Save” when done.

Report_Packs_03.png

If you want to remove a report from the pack, click the selected report. This will bring back the report to the "Available Reports" list.

Click "Save" when done.

Your newly created report pack will appear on the "Accounts Pack". You can change or delete your report pack anytime by clicking "Edit".

Report_Packs_07.png

 

Download The Report Pack:

Select the report you want and the account. Click "Download Report Pack." Save the report on your computer.

Report_Packs_08.png

 

 

 

 

 

 

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