Reports and forms

To add a report to the Reports menu

The Index to Reports window should be displayed.

1. Highlight the report you want to display, then click the Customise button.



2. In the Report Customisation window, click the Finishing tab.



3. Mark the Include in Reports Menu selection.



4. Click the Display button to display the report and add the report to the Reports menu.

The report name is listed on the menu as a combination of the name of the header above the report in the Index to Reports window and the name of the report. For example, the Bank Register report appears under the header Cheques and Deposits in the Banking tab. The name listed in the Reports menu is Cheques and Deposits - Bank Register.

Related topics

• Working with custom reports
• Using the Finishing tab (Report Customisation window)
• To create a custom report