Customizing Reports and Templates
Daylite and Billings Pro both come with an advanced feature that allows users to be able to create custom reports and templates that suit their needs. These reports are created inside of the Report Engine. As this is an advanced feature of our apps, it requires a user to have an understanding and comfort level of basic design and programming. This article is geared towards those who have this comfort level and experience, for any users who would like a report or template created that meets their needs we recommend contacting one of our Marketcircle Partners.
Self Help resources
The following are resources that can be used to assist in the customization process
Daylite Interactive Reports & Layouts
Note
The report engine for each application is very similar. While these resources may focus on one application specifically, the concept is the same across each.
Tip
The Report Engine is an advanced development tool, technical assistance from our team is limited. For help designing a custom Report, we recommend reaching out to one of our Marketcircle Partners.
To access the Report Engine in Daylite
- Open Daylite
- Go to Settings
- Click Report Template
- Click New and select Report.
To access the Report Engine in Billings Pro
- Open Billings Pro
- From the menu bar click Design
- Select the desired element you wish to create