Admin users have the ability to create quick reports via the Report page in SARA.
Creating a Report
- Users have the option to create a New report or edit a pre-existing report.
- Navigate to "Admin>> Master Files>> Report>> Click the 'ADD NEW RECORD' option on the right side above the grid to create a new report, or click the pencil edit icon on the left of the pre-existing report to edit it".
- When creating a new report, the report will have to be generated off a previously made report.
- Any content surrounded by a red box can be edited on the form.
- NOTE: Certain reports (such as statements and Past Due reports) have a limited area to edit. Any changes that involve conditional formatting, adding field types, will need to be made via the report manager application. For more information on the Report Manager application, please click below-
Contact information
- The report pulls your company contact information directly from the site options page (Admin> Settings & Utilities> Site Options) in SARA.
Adding Report Logo
- Users have the option to upload their company logo to the report.
Changing Default File Output
- When a report has been generated, the default file for the report is a PDF.
- However, this can be changed by selecting the "Report Default Output" drop-down and selecting a different file output.
- The file output can be changed to the following:
- ***PDF, TEXT, CSV, XLS, XLSX, RTF, BMP, GIF, JPEG, PNG, TIFF***