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Customizing Reports | Great Looking Invoices Design with Automated Accounting

Customizing Reports

Customize the Report Layout

On Navigation Pane, click Reports > Report

Click and select the report you want to customize

Click the Copy Predefined Report

copy predefined reports

The report will be duplicated, a suffix of date time will be added to the original report name

Sales invoice Sales invoice Standard Sales Invoice Standard Sales Invoice Standard Sales Invoice Standard Sales Invoice-190301

Click and select the newly created report

Click the Show Report Designer button, the Report Designer Window will be shown

Sales invoice Sales invoice Standard Sales Invoice Standard Sales Invoice Standard Sales Invoice Standard Sales Invoice-190301

Modify the report layout using the given features, click Save and Close the Window

To give the report a user friendly name, right click on the newly created report, click Edit

Report Details Report Category: Sales Name: Standard Sales Invoice for Lee

Give it a user friendly report name, in this case, Invoice for Lee.

Default Invoice Format: Default Delivery Format: District Coun 8] Enter text to search... Name Standard Sales Invoice Standard Sales Invoice for Lee Standard Sales Invoice-19441104

Go to the customer record for Lee, click Default Invoice Format, the newly created report is available for select

Default Invoice Format: Default Delivery Format: District Coun 8] Enter text to search... Name Standard Sales Invoice Standard Sales Invoice for Lee Standard Sales Invoice-19441104

Select and save. Next time user creates an invoice for the customer, and click Print Default Format, the newly created layout will be used

print default format

User can still choose to print in other format by choosing from the Dropdown Box

Print Default Format Online Standard Sales Invoice for Lee Standard Sales Invoice-19441104 Standard Sales Invoice

Using Report Designer