Save the report

Reports > Customising reports > Task 6: Save the report

If you plan to use a report’s design and format again in the future, you can customise the report once, save the changes and then re-use the report whenever you want. Once saved, you can access your custom report from the Custom tab in the Index to Reports window.

1	With the report displayed, click Save As. The Save As window appears.

2	Enter a name and a brief description of the custom report and click OK. The Report Display window appears.

3	Click Close. The Index to Reports window appears.

The saved report is now listed on the Custom tab of the Index to Reports window.

Note that if you change the filter, field or finishing settings of a customised report, these changes will be saved.

You can run the report again by selecting it from the Custom tab.

Custom reports are stored in a special folder

When you save a custom report, the report’s customisation information is stored in a folder called Custom, which is located in your AccountRight software installation folder. If you delete or rename this folder, you won’t be able to use your custom reports.

Removing saved reports from the Custom tab of the Index to Reports window

If you want to remove a custom report, right-click the name of the report in the Custom tab of the Index to Reports window and select Erase Custom Report.