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.
To use this function, from the toolbar navigate to 'View' and confirm that there is a check-mark next to Navigator and Process Manager:
Once these options have been confirmed, expand the Accounting banner and select Report Manager:
Select a Report Category. For instance, if you commonly go to a specific Statement of Revenues & Expenditures, select 'Financial Statements':
Once 'Financial Statements' is selected from the Process Manager on the right hand side of your window, select the 'Reports' tab:
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':
Next, select the 'Favorites' tab and note that now located in the Favorites folder is the 'Statement of Revenues and Expenditures: Board RE':
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.com – we will be glad to assist you!