BalanceAAP > Reports / Run Reports for a Master Plan

REQUIRED STEPS

Export Settings

When you are ready to view reports, you can either view them one at a time from the Select Reports page, or export several reports at a time. The settings here in the Export Settings page dictate how those reports will be saved.

Single or Multiple Files

If you are exporting multiple reports, selecting A Single File will combine all reports into a single output file. This option is useful when you want a single, consolidated document that contains all selected reports.

If you select Separate Files,Files, each report exported will be saved as its own document. This option is useful when you want to be able to find individual reports quickly within a large batch.

File Types

Reports can be exported into PDF, Word, Excel, or Rich Text formats. Select the desired file format type from the drop down lists. The reports are designed to look best in PDF format, which requires Adobe Reader to view.

Word, Excel, and Rich Text formats are not as stylish, but allow for easy editing if necessary.

Once you have selected the number of export files you want to create and the file format type, click Save.Save.

MASTER PLAN SETTINGS

Running Reports from Master Plan

The Export Settings are not carried down automatically to the sub plans. However, by using the Filter, reports for all sub plans can be run from the master plan, and will use the settings selected in the master plan. See the Filter section for more information.

If you choose to open sub plans and run reports from there, you will need to set these setting manually in the sub plan.