1. Navigate to Accounting Reports: Favorite Reports
First, navigate to the Accounting Reports module under the Budget Tracking section in the left hand navigation menu.
2. Use Actions Button to Select Favorite Reports
Next, click the Actions button and then the Favorite option to add the report type and filters to your preferred accounting reports. Alternatively you may click the Star icon next to the report name.
3. Favorites Tab
Then, click the Favorites tab in the Accounting Reports to see a list of your favorite reports.
4. Navigate to Accounting Reports: Rerun Reports
To rerun a report, first navigate to the Accounting Reports module under the Budget Tracking section in the left hand navigation menu.
5. Rerun the Report
Next, click the Actions button and then the Rerun Report option to open the same report type and filters.
6. Queue the Report for Processing
Then, make changes to filters if needed, then click Queue Report to run the report.
7. Click View Reports Monitor
Now, click View Reports Monitor to view all of the completed reports.
8. Access Reports
Finally, all of the completed reports will be shown for export via the Actions button in PDF, Excel or CSV file type if available.
That's it. You have successfully favorited and rerun a report in GreenSlate. If you have any questions or need more help, please visit our Help Center or reach out via email or chat.