Using the Favourites Reports Tab

Add Reports to a Favourites tab that is accessible from Administration > Reports:

EXACT has a lot of different options when it comes to reporting. To be able to quickly access the reports you run on regular basis you can favourite your reports. It will also allow you to set the default options you run for that report so you don't have to enter these in each time.

You can also add your own Report Name and description so users clearly understand their purpose and more information on when and why they should run them.

To run a Favourite Report

Select Administration > Reports

The Favourites tab will open by default.

To run the report, either

Double-click it, or
- Select it and then select the Print button at bottom right of the screen.

In both of these options the print parameters screen opens with the Favourite-defined parameters pre-selected.

Allocated Payments example:

Either print as is or edit the parameters before printing.

To assign Reports as Favourites, and to create / edit Report Groups

Select Administration > Reports and select the Reports Tab to open the master reports list, then right-click the required report and select Add to Favourites (or select the report and click the Add to Favourites button at bottom right of the screen ):

Complete the fields in the Favourite Report Setup Wizard, and optionally manage Groups:

Select Next > to open the report parameters setup.

NOTE: These parameters are specific to the report, so they vary depending on which report you select. This example is the Allocated Payments Report:

Configure the default parameters for the report so that they don’t have to be re-entered each time the report is run.

Select Finish and then check your report in the Favourites tab:

To edit Favourite Report name, description or parameters

Select Administration > Reports

The Favourites tab will open by default.

Highlight a report and select the Edit button e|d at the bottom right of the screen.