Some of the feedback we’ve gotten over the last year is that FinFolio reports should be easier to print. Currently you print reports using the report wizard, which simplifies the process for large print jobs with report packages having many parameters. But it is a bit clunky to use when you just want to see a single report for a few folios. Based on feedback from our advisors, we’re rolling out a new feature in the next release called “Quick Reports”.
Here's how it works:
1. From any View or Edit screen, select one or more folios.
2. On the Reporting ribbon, click the Print button and select a report.
3. The report immediately prints and displays.
You’re never more than two clicks away from any report in FinFolio.