CustomBooks™ Product Perks: March 2025 - Report Packages
CustomBooks™ Product Perks: March 2025 - Report Packages
The CustomBooks™ Report Packages feature helps users bundle any module report into a package to send to clients, shareholders, leadership, employees...anyone!
Discover how easily multiple reports can be customized, exported and emailed.
Key Features include:
All CustomBooks™ reports, in any module, can be added to a Package.
Settings for an individual report can be quickly modified and saved. Then decide if you would like to keep these settings:
For the Package only
In the Report indefinitely
Just the one time
View current settings for each report easily on the right side of the screen in bold.
Time periods automatically select from the main Package settings.
Customize your Cover Page, Headers and Footers.
Default Settings already created to help you get started faster!
Multiple file formats to choose from.
Run the Package multiple ways: Save, Export or Email.
Email to as many addresses as needed!
Check out this video now and see it in action!
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