MIP TRICK OF THE MONTH

Creating Favorite Reports

 

Many users have reports that they utilize on a regular basis, be it daily, weekly or monthly. Rather than navigate through the toolbar to find these reports, you can add them to your Process Manager to access a particular report directly. 



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To use this function, from the toolbar navigate to 'View' and confirm that there is a check-mark next to Navigator and Process Manager:

 

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Once these options have been confirmed, expand the Accounting banner and select Report Manager:

 
 
 
 
 
 
 
 

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Select a Report Category. For instance, if you commonly go to a specific Statement of Revenues & Expenditures, select 'Financial Statements':

 

 

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Once 'Financial Statements' is selected from the Process Manager on the right hand side of your window, select the 'Reports' tab:

 

 

 

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For the report you wish to add to your Favorites, you will expand Statement of Revenues and Expenditures, find the report, right-click and select 'Add to Favorites':

 

 

 

 

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Next, select the 'Favorites' tab and note that now located in the Favorites folder is the 'Statement of Revenues and Expenditures: Board RE':

 

 

 

 

 

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You can either double-click on the report to run it without editing or if you right click you will see the additional options:

  • Edit will take you to the report setup page where you can change dates, content, add a filter or further customize the existing report
  • Run will load the report
  • Rename will allow you to change the name of the report 
  • Remove from Favorites will take this report out of your Favorites folder

 

 

If you have questions regarding building your favorite reports, feel free to reach out to support@jmtconsulting.comwe will be glad to assist you!