The steps below will show you how to generate a report template.
- Open Report Templates screen from Financial Reports module > click on Report Templates menu.
- Select only one template to generate at a time.
- You can assign a name for the selected report by entering the name of the report in the Assign Name field. If this field is left blank, i21 will automatically provide a name for the report with this format: Balance Sheet - <Date and Time the report template is generated. Ex: Balance Sheet - January 25, 2016 12:9:29
For this illustration, leave Assign Name field blank. - Click Generate to generate the selected report template.
- As soon as it has completely generated the report, it will directly open the Report Builder screen, showing the newly created report.
- Not only that, components of that report are also automatically created. Click on the Row or Column label to open the Row Designer and Column Designer created.
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