Watch the video or read the following text to learn how to update report settings for both parent companies and child companies.
Parent Company: Learn how to update report settings for a parent company. Learn More >
Child Company: Learn how to update report settings for a child company. Learn More >
To update report settings for a Parent company:
1. Navigate to Reports > Report Settings tab.
2. Select the name of the desired report in the Reports column.
3. Select the link for the primary/master company.
4. Change the Frequency in the dropdown and the Next Due date if needed.
5. Select Save.
Instructions for updating Report Settings for child companies where they are reported separate from the parent company use the same instructions as Parent Company Report Settings.