Quick Access Reports
The most used reports in Simple Fund 360 and Simple Invest 360 can now be easily prepared from the Reports side menu. Simply hover your mouse over the Reports icon on the Main Toolbar and select from the default Quick Access Reports
Customising your Quick Access Reports
You can easily customise the Reports that display under your quick access reports list.
| From the Main Toolbar, hover the cursor over the Reports icon. |
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| Select Reports. |
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Adding reports to your list
In the reports screen, hover your mouse over theBy doing so, you will be able to the report, adding it to the Quick Access Report list.
Managing your list
You can manage the list using the Quick Access Report sub heading in the reports screen.
Clicking once will remove the report from your list.
However, clicking and dragging the icon will allow you to reorder the report in your list.
| Save any changes to your report order. | |
| Clear out your selected reports from your Quick Access Report list. |