If you would like to save a report you have generated, simply select 'Save as Template' on the menu toolbar:




 

1) Type in a 'Report Name' of your choice.

2) Select whether you wish the program to automatically use the latest dates each time the report is opened or to save and use the exact dates you have specified.

3) Likewise, select whether you wish the program to automatically select all relevant subcontractors each time the report is opened or to save and use the exact subcontractors you have selected yourself.

4) Should you wish to access the report template on the analysis toolbar for future use, tick the box provided.

5) Click 'Submit' to save the report.

Please note: Once reports have been saved, these can be managed at any time using the ‘Manage Reports’ option on the menu toolbar. This facility provides the option to indicate where you would like the report to show and to delete any reports no longer needed.