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When you create a new report using Report Designer, you can save it to use again.

Organizing Saved Reports

To avoid a long list of reports that are difficult to distinguish from one another, you can organize reports into their types.

Before you create a new report, in the upper sidebar of the reports window, select the type of report you are creating. For example, Attendance or Contributions. Then, select Create a New Report and click Customize. This ensures that the new report is listed under the report type you selected.

For example, you want to create a custom Balance Sheet of your assets and liabilities. This is an example of a General Ledger report. To save this report under the proper type, double-click General Ledger before selecting Create a New Report. When you save the report, it is located under General Ledger in the reports window.

 To save a designed report
  1. Once you have designed the report, close the ACS Report Designer window.
  2. In the People Suite Reports window, click Preview.
  3. In the preview window, on the reports toolbar, click Save.
  4. Enter a new name for the report.
  5. To make the report available to other ACS users, select Public.
  6. Click Save.