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Introduction To Exchequer’s Visual Report Writer

1 min read

Phoebe Adshead
Phoebe Adshead key responsibilities lie in marketing; ensuring that businesses are aware of the products, services and expertise available from The HBP Group.

The Exchequer Visual Report Writer is a tool which allows you to create and design your own reports, using a simple and intuitive wizard.

Creating your own reports can feel like a daunting task – especially if you’ve never done it before – but fear not, thanks to the design of the Visual Report Writer, you can’t really go far wrong.

There are a number of standard reports that you can use or edit, or you can add a new report. The Wizard makes it really simple to create your own reports by taking you through step-by-step all of the report attributes that you’re going to need to incorporate.

Our Software Customer Experience Manager, Jo Benson, has put together all of the details and steps you need to know to get started with the report writer in a video which you can watch below:

What’s covered in the 30-minute introduction:

  • How to access the Visual Report Writer
  • How to add, edit, copy or import reports
  • Creating a new report
  • Selecting the data file
  • Adding database fields
  • Report layouts
  • Report previewing
  • Sorting your data
  • Plus more!

 
Watch the introduction video, and also learn more about Exchequer, below: