Tailoring Your Empress Standard Reports for Business Needs

Guides & Tutorials
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Introduction

Welcome to the Empress guide on customizing your Standard Reports. This guide is designed to help you understand how you can add or remove columns in your reports, providing you with the flexibility to tailor your reports according to your specific business needs.

What Are Standard Reports?

Standard Reports in Empress are pre-designed reports such as the Statement of Account (SOA), Accounts Receivable/Payable, and more, that provide you with essential business information. However, every business has unique needs, and Empress allows you to customize these reports to better suit your requirements.

Adding or Removing Columns

Empress lets you add or remove columns in your Standard Reports. This feature is particularly helpful when you need to present or analyze specific data. For example, you might want to add a column to your Accounts Receivable report to track a new type of transaction.

To add or remove columns:

  1. Open the Standard Report you wish to customize.
  2. Look for an option to Add or Remove Columns.
  3. Click on it and select the columns you wish to add or remove.
  4. Click on Apply to finalize the changes.

Remember, these modifications are intended for reference at that specific point in time and do not permanently alter the report.

Saving and Exporting Custom Reports

Once you’ve customized your report, you may want to save it for future reference or share it with others in your organization. To do so:

  1. Click on Save to store the customized report.
  2. After saving, click on Export to create a shareable version of the report.

By saving and exporting your customized reports, you ensure that your specific data analysis and presentation needs are met.

Conclusion

Empress is designed to adapt to your unique business needs, providing you with the tools to tailor your reports as you see fit. By adding or removing columns, and saving and exporting your customized reports, you make your reporting process more efficient and effective, freeing up more time for you to focus on your core business operations.

For additional support or resources, please visit the Empress support page or reach out to our customer service team. We’re here to help you make the most of Empress and all of its features.