Report Packages

Report Packages

Overview

Report Packages allow you to bundle multiple reports into a single, organized package for easy generation, review, and distribution. Instead of running and sending individual reports one by one, you can group them into a package and generate them all at once. This is especially useful for periodic reporting, such as monthly financials, quarterly reviews, or year-end reporting.

With Report Packages, you can:
  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.

See How to Create and Run a Report Package

This video shows how to create a Report Package in CustomBooks, add and customize reports, configure recipients and presentation options, choose file formats, and run the completed package.

Video Summary

To create a Report Package, go to Reports > Report Packages and select Create > New. Give the package a descriptive name, set its date range, and use Select Reports to add the reports you need. Individual reports can be customized with their own date ranges, filters, and layouts. You can also add email recipients, configure covers and footers, select file formats, and then run the package using Run and Export, Run and Send, or Run and Save to Vault.

Key Takeaways

  • Create and manage Report Packages from Reports > Report Packages.
  • Set a date range using preset periods such as a month, quarter, half-year, or full year.
  • A package can include financial reports as well as other reports, such as Sales by Customer and Item Valuation.
  • Individual reports can be customized by changing their date range, filters, or layout.
  • Use the Mail To, Covers and Footers, and File Formats tabs to configure how the package is distributed and presented.
  • Run the finished package using Run and Export, Run and Send, or Run and Save to Vault.
＋ Read the Full Video Transcript

In this video, we’ll walk you through creating a Report Package in CustomBooks. Report Packages make it easy to generate multiple reports at once and even automate the process.

To get started, go to the Reports module from the main menu and select Report Packages to open the module. This is where you can create, edit, and manage bundled reports for quick access.

Click Create, then select New to start a Report Package. Give it a clear, descriptive name—something like Monthly Financials or Annual Reports. Next, set the date range using the calendar button. You can choose from preset options like a month, quarter, half-year, or full year.

Now, click Select Reports to add reports to your package. Choose from a list of available reports, such as the Balance Sheet, Income Statement, and Cash Flow Statement. You can also add other reports besides your financial reports. For this example, we can add Sales by Customer and the Item Valuation Report.

Once you've selected the reports you need, click Select to add the reports to the Report Package. Now that you have selected the reports, click Save before making any further changes.

After adding your reports, you can customize them by clicking Edit. Here, you can adjust the date range, apply filters, or modify the layout to ensure you're pulling the exact data you need. Once you've made your changes, click Save Settings and choose whether to save the changes for the Report Package only, update the default report settings, or apply the changes just this once.

Next, use the Mail To tab to add email addresses for recipients who should receive the Report Package. The Covers and Footers tab lets you include a cover page, cover letter, and footers. You can also edit these elements directly from this tab. Finally, in the File Formats tab, select the format in which the reports will be generated.

Once everything is set up, click Save to finalize your Report Package. When you’re ready to run it, click Run, then choose one of the available options: Run and Export, Run and Send, or Run and Save to Vault.

And that’s it! You’ve successfully created a Report Package in CustomBooks.


Running a Report Package

To Run a report package,
  1. Navigate to Reports → Report Packages.
  2. Double-click a report package.
  3. Change the Period, if necessary.
  4. Make any other necessary changes to recipients, cover letters, pages, or footnotes or report options.
  5. Click Run.