« 10. Report Results Table of Contents 12. Account Balances »

11. Report Presets

Report presets are there to help you quickly switch between different report filters, and run different reports with just a button tap.

Tapping the Preset row Selecting a report preset


You can create a new preset by tapping the Edit button in the top right corner of the Preset screen, and then pressing the "Add New Preset..." row.

Pressing the Edit button Tapping the Add New Preset... row


Adjust the filter, choose a name for the preset, and tap the Save button to finish creating the new preset.

Default new preset Adjusted new preset


Now you can select the newly created preset and get the corresponding report.

Selecting a new preset Report for the new preset


Existing presets can be modified or removed as well. Press Edit on the Preset screen, and tap a preset which you want to change or delete.

Selecting a preset for editing Editing a preset


« 10. Report Results Table of Contents 12. Account Balances »
Available on the iPhone AppStore