Custom Reports BETA
Saasu has a Custom Report feature in Enterprise BETA. If you have an Enterprise licence of Saasu go to Reports > Custom Reports
Spreadsheet Approach
There is a convenient way to create custom reports without too much effort after an initial setup. The method is to create a spreadsheet with two worksheets. One worksheet will be your data source and the second will be your report layout. Here’s how you can prepare this:
- Create a new spreadsheet with two worksheets
- In your first worksheet you will copy data from a Saasu list, report or export file and then paste it into this worksheet as plain text.
- In the second worksheet you will markup a report according to your specific needs (wording, colours, fonts and layouts etc.) and link the cells back to the first worksheet to populate it with data.
- Each time you need to update your report update the data in the first worksheet.
Keeping a static Chart of Accounts in Saasu will help ensure your cells keep in alignment in your spreadsheet file.
Consider sorting your data in Saasu list screens or in a blank spreadsheet first if you need it to appear in a particular direction.
