Get to know these handy tips about the functionalities in OneStop Reporting.
From any report in Reporting you can drill down to see the underlying details of the value. Simply right-click on the cell to access the journal entry level.
Do you want to collect your reports into one package to distribute to a client or a colleague?
In Reporting, select reports and click Add to package. You can then distribute the report package to your client or colleague.
Do you want to say something about certain figures in your reports and would like to add that to a particular report?
In Reporting, when you have run a report you can click Comment to add a new sheet with notes. You can add as many Comment sheets as you wish.
Do you want to come to meetings with all your reports easily available in a playlist?
Create a playlist of your most used reports. In Reporting, run your reports with the desired parameters and send the reports to archive. In Archive, select the reports you want to include and click Add to playlist.
To show the playlist, click Playlists in the filter bar, select your playlist and click Show playlist.
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