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Reports Module Guide
Reports Module Guide

Reports Tab Features

Elior Greenbaum avatar
Written by Elior Greenbaum
Updated over a week ago

The TRES reports tab has been overhauled and now has many exciting features. Below you will find a quick overview of each one.

Live intro to the new module

  • In the top of the tab you will find a Search bar as well as filters for Date, Category and Type of report all of which can be used simultaneously to quickly narrow down your search when looking for specific reports.

  • Report Names can be easily edited after they have been generated in order to make them more easy to find. This can be done by clicking on the report itself at which point a window will pop. You'll need to hover over the name of the report so that the pencil icon will pull pop up. Once you click on it you can edit the name of the report and click enter for it to save.

  • Recurring report generation is now done seamlessly using the recurring report Icon. When you click the button you will be able to generate the same report created previously or make changes to filters or names.

  • New reports can be created directly from the report tab instead of having to go to either the ledger, Asset or Accounts tabs to generate a report. This is done by clicking the Create button.

  • A window will appear which will give you access to the reports available in each tab. You can use the bookmark ribbon on the right-hand side to filter for specific tabs. Once you click use template you will be able to select whichever filters you would like applied to the report just as you saw when clicking the generate a similar report button.

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