Customising Reports
Overview
Each BudgetLink report has been created to have a number of parameters that can be configured and changed to produce the exact numbers that you need. These parameters may include Company, Job, Financial Year, Period, and Version.
These are grouped into categories represented by the tabs. Most report include the Filters tab and the Options tab. Filters represent the parameters that determine the data that is included on the report. Options include the parameters that determine how the report will behave.
The parameters that can be changed are displayed in the list on the left. The values for those parameters are displayed on the right.
How to Customise Reports
- Click on the Customise button;
- Select the Filters Tab;
- Select each value for each filter;
- Click OK and view your report.
Notes
- BudgetLink will remember the last values used for each filter, option or parameter. As such, when you return to BudgetLink, the last values used will be retrieved and applied.