Introduction
In the world of business, having the ability to customize and tailor reports to your specific needs is essential. This guide will guide you on how to enhance your reporting process by adjusting the display of Standard Reports in Empress. You will learn how to add or remove columns from key documents such as the Statement of Account (SOA) and Accounts Receivable/Payable reports.
Feature Introduction: Adding and Removing Columns
Empress puts you in control of your business data by allowing you to Add or Remove Columns from standard reports. This feature is designed to meet your unique business requirements, offering the flexibility to display only the information you need at a specific point in time.
How to Use the Add or Remove Columns Feature
Here’s a step-by-step guide on how to customize your standard reports:
- Open the report you wish to modify.
- Locate the Columns section.
- Click on the + icon to add a new column or the - icon to remove an existing column.
- In the new column, enter the title and select the type of data you wish to display.
- Click Save to keep the changes.
Exporting Customized Reports
After customizing your report, you may want to export it for sharing or future reference. To do this:
- Click Save to ensure your changes are captured.
- Proceed to the Export option.
- Choose your preferred export format.
- Click Export to download the report.
Please note that you must save the report before exporting to ensure that your customizations are included in the exported version.
Conclusion: Enhancing Your Business with Customized Reports
Tailoring your standard reports in Empress not only enhances your reporting process but also improves your overall business operations. By focusing only on the data that matters to you, you can make more informed decisions and strategies for your business.
For additional support or to explore more features, please visit our Help Center or Contact Us for personalized assistance.