Plan: Not Available: Intermediate, Pro Available: Elite
Users: Not Available: All users Available:FYI Admins or User Group Permissions
Practice Management Source: Not Available: APS, Iris, MYOB AE & AO, CCH, MYOB Practice Management (formerly GreatSoft) Available: FYI or Xero Practice Manager
These short tutorials demonstrate how to use templates to create excel-based reports in FYI.
Creating Excel ReportsWatch this tutorial to learn how to create excel reports from master FYI templates and deliver practice insights in real time. | |
Creating Excel Reports from AutomationsWatch this tutorial to learn how to create excel reports from a custom process. | |
Creating Date-based Time ReportsWatch this tutorial to learn how to create date-based time reports using the Opening Balance setting. |