How to Use Default Reports to Create Custom Reports

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.

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