Customize a Report File Name

Use the Report Filenames submodule to customize the file name of a report. You can include data such as invoice number, job number, client name, or date.

To use the Report Filenames submodule, you must have access to Settings as defined in the User Access Rights submodule under Settings.

To customize a report file name:

1. On the main toolbar, click Settings .
2. If you have more than one company in your system, use the drop-down list above the left pane of the Settings screen to select the company containing the report whose file name you want to customize.
3. In the left navigation pane of the Settings screen, click Folders, Reports & Documents > Report Filenames.
4. Locate the report whose file name you want to customize, and double-click the File name cell.
5. To include specific information to the file name, click .
   WorkBook displays a variables list in the floating sidebar. Refer to this list for formatting and examples.