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NOTE: This feature is available in the Professional and Enterprise versions of 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:
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Download or save the custom report ZIP file.
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Open the ZIP file and extract the custom report SPX file.
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Open Stratus Desktop and go to Reports > Custom Reports > Import Custom Report.
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Choose to either “Import New” or “Replace Existing” report. Re-start the software before running the report.
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You can also go to Maintenance > General (Studio) > Custom Reports to import or delete any custom report.
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Custom reports can be run from the Reports menu or from the corresponding record – Client, Session, Invoice, Appointment etc.