Saving custom reports

Reports Overview > Choosing settings for a specific report > Saving custom reports

If you plan to use a specific report's design and format many times in the future, you can customise the report once and save the changes so you can use the modified report whenever you want.

When you save a report's changes, you create a custom report. Custom reports appear in the Custom section of the Index to Reports window, and can be printed, displayed and saved as files, just like any other Accounting Plus reports.

Since the report name you provide will eventually appear in the Index to Reports window, so you may want to enter a name that's easy for you to recognise in the future. The report name can be a maximum length of 27 character.

You can perform the same tasks with custom reports as you do with any other Accounting Plus reports, including printing them, displaying them on your computer screen, saving them as files on a disk and emailing them.

See also:

To display a report on your computer screen

To print a report

To save a report as a file on a disk

Click below for the step-by-step procedure:

To save a report as a custom report