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HandiTax - How do I save a set of reports in the report builder?

Updated over a month ago

The Report Builder allows you to save report profiles, which you can reload later to run the same reports.
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To create a report profile:

  1. Go to Reports, Report Builder.

  2. In the Report Builder window, select the criteria you want for your report and click Save.

  3. In the Save Report Builder Profile window, give your profile a name and a description by completing the relevant fields and click Save.


To run a saved report profile:

  1. Go to Reports, Report Builder.

  2. In the Report Builder window, click Load.

  3. In the Load Report Builder Profile window, select the relevant profile and click OK.

  4. In the Report Builder window, click Run Report.

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