Billings Pro Help
Index

# Designing a report

A report is a template that Billings Pro uses to find and process information for a specific purpose. For instance, Billings Pro includes an Unpaid Invoices report that shows you which clients have invoices with outstanding balances. Reports generally take information from your database, and summarize it in a useful way.

You can design custom reports in Billings Pro using the Report Designer. Designing reports from scratch is a technically complex process that requires some familiarity with software development.

## To design a report

1. In Billings Pro, choose Design > New Report.
2. Select where will this layout/report be available in the application.
3. Enter a name for the report. Click Next.
4. Select whether you want to start with a blank layout or report or use an existing layout or report as a starting point.

   If you select the latter, you may choose from one of the existing layouts or reports.

5. Click Next.
6. To adjust the default paper size, click Change. Specify your settings in the Page Setup window and click OK.
7. Click Next.
8. You can use the design tools in the interface to design a report. For more information about designing reports, please see these tutorial videos. To learn more about the Report Engine concepts, click here.
9. Save your changes.

## See also

About Reports

Running a report

Designing an estimate or invoice