There is a Reports section in the Drive Desktop module that has several folders for different kinds of reports relating to modules within the system such as Client Reports, Fees Reports, Standard Reports, etc. By clicking on the beside each option or double clicking, it will expand the folder to show the options available.
You can also add your own folders and save different reports here for what you may need. We will go through the steps for this in the below sections.
Using Reports
Select the Reports option under the Drive Desktop module in the navigation bar on the left.
This will open the Reports page with all available folders and reports. As stated above you can click the plus symbol to the left of the relevant folder to expand or double click. You will then be able to see all reports within that section as shown with Client Reports below.
You can also customize all reports for the info and format you may need. To do this, highlight the report you need, right-click, and select open. You will see the Report Setup screen below. From here, you can change the Report Name and update all details and format using the options along the left such as Column Selection, Sort By, Column Settings etc. Once you are happy with your selection you can choose Preview to view how it looks.
Note: Be careful when updating the columns. The reports can only be so big - when adding additional columns they may not all appear on the screen. To measure this you can open and click into column settings to view - just ensure that your columns are within the ruler as shown below.
The Preview button will open the Report on a new screen – you have several hotkeys along the top of the screen as below that will allow you to scroll between pages, export, e-mail, zoom, and search. To find the purpose of the icons, just hover over them to get more info.
You can close the screen when ready and click OK on the previous screen to exit. You can change and update all reports as needed each time as well as go back to the default settings with the Reset button.
There are also several options when you right-click on the Reports screen as well.
New – this will allow you to add a new report to a group/folder.
Open – this opens a report.
Delete – to delete reports.
Print – to print any reports.
Add Report Group – this adds a new Report group folder for you e.g., if you want to have a list of reports you will use frequently, you could name this ‘My Reports’.
Edit Report Group – to edit settings for the group folder.
Delete Report Group - to delete a Report group.
You can also manage the access of who can view your Reports and Report Groups by going to Tools – User Access Groups. From here, you can highlight the group to update and choose Edit as shown below.
Select Reports under Access Functions and choose what Reports they can modify and view using the tick boxes along the right. You can also use the Select All and Unselect All options along the top. Once satisfied, click OK. These can be updated at any time by using the same steps again.