Customize a Report File Name

Use Report Filenames in the Folders, Reports, & Documents submodule in the Settings module to customize the filename of a report. You can include data such as invoice number, job number, client name, or date.

To use Report Filenames, you must have access to Settings as defined in User Access Rights under Settings.

To customize a report filename:

1. On the main toolbar, click Settings .
2. If you have more than one Company in your WorkBook system, use the drop-down list above the left pane of the Settings page to select the Company that contains the report whose file filename you want to customize.
3. In the left pane of the Settings page, click Folders, Reports, & Documents > Report Filenames.
4. Locate the report whose filename you want to customize, and double-click the File Name cell.
5. To include specific information in the file name, click .
   WorkBook displays a list of variables in the floating sidebar. Refer to this list for formatting and examples.