How to use default reports to create custom reports How to use default reports to create custom reports

How to use default reports to create custom reports

Marketcircle Customer Service Team Marketcircle Customer Service Team

Billings Pro's default reports can be used as a great starting point for you when creating custom reports.

Using default reports to create custom reports

  1. From the menu bar, choose Design > New Report
  2. Select the Report type and name of the report
  3. Choose Use an existing layout or report as a starting point from the menu shown below.
  4. Choose the report you with to use as a starting point
  5. Set the paper size

You will now have a report using a prebuilt design and ready for you to customize.