Creating and Publishing Reports


Create and Save a Report

In the Accounting menu, select Reports.

Click More reports to expand the section if the report is hidden.

Click to open the report you want.

Click Report Settings to apply the custom options you need, then click Update.

At the bottom right of the report, click either:

  • Save As, then select Draft, for a new report.
  • Save as Draft, for an older style report.

Please note: only users with the advisor user role can save or publish a draft report.

Save a draft report to the Published tab as a read-only snapshot. Published reports capture your accounts at the moment you run them. For example, if you publish a report for March and in April enter a bill with a March date, when you run the report for the same period later, it will reflect the late bill. This doesn't affect the report you’ve already published.

Publish a report from the Drafts tab

  1. In the Accounting menu, select Reports.
  2. Select the Drafts tab.
  3. Click the menu icon  to the right of the report you want to publish, then select Publish.
  4. (Optional) Set up print styles for the report. Options vary depending on the type of report.
  5. Click Save or Publish.

Publish a report from the report itself

  1. On newer reports, click Save as, then select Published. If you see a Publish button, click Publish instead.
    Image showing Save As menu with Published selected.
  2. (Optional) Set up print styles for the report. Options vary depending on the type of report.
  3. Click Save or Publish.


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