Reports and forms

Saving custom reports

If you plan to use a specific report's design and format many times in the future, you can customize 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 AccountEdge 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 recognize in the future.

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

Note:  Custom reports are saved in a special folder

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