Eureka! Being able to preview changes as you make them is quite the time saver.
Leaine’s Tips:
- Really useful when working with practice report templates – add an existing client to view to further assist
- Also useful at client level when needing special custom reports
- Great for sanity checks for logical page breaks and that footers are displaying
- As you’re customising a report, select the Preview tab in the right hand side panel, then click Update
- Note: updating at the preview level saves your changes, then Update Layout saves overall.
Watch Leaine’s Demo
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