Overview

1. Combine multiple financial and management reports.
   
2. Standardize reporting for consistent presentation.
   
3. Save time by automating recurring reporting tasks.
   
4. Share reports easily with stakeholders.
   

Creating a Report Package

1. Navigate to Reports → Report Packages
   
2. Click Create → New.
   
3. Give the package a description.
   
4. Choose a period for the reports.
   
5. Click the Reports tab.

1. In the Reports tab, click Select Reports to add a report to the package.  A new window will appear in the list of reports.
   
2. Choose the report from the list.
   
3. If you have any saved settings on this report, you may choose them from the Report Setting Name drop-down list to have them applied.
   
4. If you need to change the report setting such as the Accounting Method, Display by, Account Representation, etc, click on the Edit option on the Settings cloumn.
   
   

6.  Click the Mail to tab

1. Click Add to add a recipient.
   
2. Enter the name of the recipient.
   
3. Enter the email address of the recipient.
   
   

7.  Click the Covers and footers tab.

1. Click the Cover Page tab.
   
1. Use the placeholders on the right to compose your cover page.   Static text and placeholder text may be formatted using the formatting bar.
   
2. Click Do not use if you wish to not include a cover page.
2. Click the Cover Letter tab.
   
1. Use the placeholders on the right to compose your cover letter.   Static text and placeholder text may be formatted using the formatting bar.
   
2. Click Do not use if you wish to not include a cover letter.
   
3. Click the Footnotes tab
   
1. Use the placeholders on the right to compose your footnotes..   Static text and placeholder text may be formatted using the formatting bar.
   
2. Click Do not use if you wish to not include footnotes.
   
   

8.  Click the File formats tab.

1. Check the box next to the desired file format(s).
   
   

9.   Click Save or Save and Close to Run the reports and send to your recipients.