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NOTE: This feature is available in the Professional and Enterprise versions of both Spectra and Stratus Desktop. |
Downloading Custom Reports #
You can download many different custom reports we’ve created. Get
a preview of what the reports contain and then download just the ones
you want to use. Visit our website, click here
for a current list of our custom reports.
You also have the option to Request
a Custom Report and our StudioPlus developers will work with you to
design just the report you need.
Follow these instructions to download and import a custom report:
-
Download or save the custom report ZIP file.
-
Open the ZIP file and extract the custom report SPX file.
-
Open Spectra/Stratus Desktop and go to Reports
> Custom Reports > Import Custom Report. -
Choose to either “Import New” or “Replace Existing”
report. Re-start the software before running the report. -
You can also go to Maintenance
> General (Studio) > Custom Reports to import
or delete any custom report. -
Custom reports can be run from the
Reports menu or from the corresponding
record – Client, Session,
Invoice, Appointment
etc.
