Open report on

When a new report is created it will always open on the Report options screen. 

 

To set the screen that an existing report will open on:

  • Click Administration > My preferences
  • Select the preferred screen from Open report on
  • For example, a setting of 'Notes' will make every report open at the Sections > Notes screen
  • The setting is on a user basis

 

 

Sync editing default

When the trial balance screen is selected, the default Sync editing setting will always be On. The default Sync editing setting can be changed to the following options:

  • On: Sync editing will be On each time the trial balance screen is opened in any report
  • Off: Sync editing will be Off each time the trial balance screen is opened in any report
  • Remember: The Sync editing setting that was last used for the report will apply each time the Trial Balance screen is opened in the report

 

To change the default Sync editing setting:

  • Click Administration > My preferences 
  • Select the Sync editing default setting, either On, Off or Remember

 

 

Tutorial

To restart or turn the tutorial on or off:

  • Click Administration > My preferences
  • Set Tutorial to On or Off

 

When the tutorial is turned on, a series of information and action points will appear at the top of the screen, guiding you through creating a report. Read each step and perform any 'ACTION' points within it. See the Training topic for more information.

 

The following user rights are required as a minimum to complete the tutorial. If you are a user your Administrator or Manager can assign you the required user rights in Manage users.

 

Image shows the User rights screen in the software. Switches have been turned on and off for various user rights settings.

 

 

Styles

Styles can be configured in My preferences for each user and then imported into any report.

 

This could be used when a style should be applied to all reports and a report template is not being used. This saves the user setting the styles manually for each report.

 

To import a user style:

  • Set the style required in Administration > My preferences
  • Open a report
  • Click Reports > Options > Styles
  • Select Customised in the Style group
  • Click Import and follow the prompts

 

Styles can also be imported from reports into My preferences.

 

To import a style from a report into My preferences:

  • Open a report with the required style
  • Click Administration > My preferences
  • Click the Import button and follow the prompts

 

Reset styles

To reset user preference styles to the default styles:

  • Click Administration > My preferences
  • Click Reset styles and follow the prompts

 

Export

To download a sample document showing Styles (including their names) set within My preferences:

  • Click Administration > My preferences
  • Click Export

 

A report must be loaded to be able to export styles, otherwise the button will be disabled.