Overview
Report packages allow you to prepare and group multiple financial reports together and can deliver them via email.
Reports that are available in packages include:
- Balance Sheet (comparitive) Coming Soon!
- Balance Sheet (standard)
- General Ledger
- Income Statement (comparitive) Coming Soon!
- Income Statement (standard)
- Trial Balance
In addition, a cover and footers may be added. File formats available include:
- Single Adobe PDF
- Individual Adobe PDFs
- Microsoft Excel 2007+
- Microsoft Excel 97-2003
- Microsoft Word
- UTF-8 Text document
Creating a Report Package
- Navigate to Reports / Report Packages
- Click Create / New.
- Give the package a description.
- Choose a period for the reports.
- Click the Reports tab.
- In the reports tab, click Add to add a report to the package. A new line will appear in the list of reports.
- Choose the report from the drop-down list.
- if you have any saved settings on this report, you may choose them from the Report Settings drop-down list to have them applied.
- Choose Cash or Accrual from the Accounting Method dropdown.
- Some Reports will have a choice in the Report Type dropdown.
- Some Reports will have a display by choice dropdown. Choose from the list of items.
- Set the Page Orientation to Portrait or Landscape mode.
- Check the Fit to Page checkbox to constrain the data to one page.
6. Click the Mail to tab
- Click Add to add a recipient.
- Enter the name of the recipient.
- Enter the email address of the recipient.
7. Click the Covers and footers tab.
- Click the Cover Page tab.
- Use the placeholders on the right to compose your cover page. Static text and placeholder text may be formatted using the formatting bar.
- Click Do not use if you wish to not include a cover page.
- Click the Cover Letter tab.
- Use the placeholders on the right to compose your cover letter. Static text and placeholder text may be formatted using the formatting bar.
- Click Do not use if you wish to not include a cover letter.
- Click the Footnotes tab
- Use the placeholders on the right to compose your footnotes.. Static text and placeholder text may be formatted using the formatting bar.
- Click Do not use if you wish to not include footnotes.
8. Click the File formats tab.
- Check the box next to the desired file format(s).
9. Click Save to Save or Run and export to Run the reports and send to your recipients.
![](//img.zohostatic.com/zde/static/images/lights.png)
You may create as many packages as you wish.
Running a Report Package
To Run a report package,
- Navigate to Reports / Report Packages.
- Double click a report package.
- Change the Period, if necessary.
- Make any other necessary changes to recipients, cover letters, pages or footnotes or report options.
- Click Run and Export.
Last Updated 11/13/2020 - JML