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Phoenix - User Help

Navigation: Financial > Day to Day Tasks > Reports

Saving your Report Criteria

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In Phoenix Financials all reports default to include all options (e.g. all Accounts, all Categories, etc) but Phoenix has the ability to save your last setup.

After choosing the report required, make a selection from the other Selection bar options (e.g. Accounts, Period, etc) and click OK to generate the report.

Regardless of whether Phoenix has been closed or your computer has been rebooted, the next time you choose the same report from the list under the View button the same selections that were previously made will still be chosen.  If you make any changes to the report criteria then these will be reflected when running the report again.  If you do not want Phoenix to save you report setup you do have the ability to turn this feature off.  See also Customising Phoenix - Advanced.

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