1. Fairways Help Center
  2. Fairways Debt
  3. Reporting & Distribution
  4. Reports

Publish a Report

  • Public

Updated .

When you create a report, it remains private, i.e. only visible and usable by yourself. Publish private reports to share them with other users.

Warning: Published reports are not editable. Only administrators can delete published reports.

 

Prerequisite

Create a report:

  1. Spot
  2. Single Period
  3. Periodic
  4. Cash Flow
  5. Schedule

 

  1. Navigate to Reports.
  2. Click a private report to display its details.
  3. Click Publish as:
    1. Global Report: The report is visible to all users of the current account.
    2. Organization Report: The report is visible to all users of the current organization.

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  1. Click Confirm.

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The report is published with the visibility status.

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