Tutorial

How to find Digits Report customization options


Userlevel 4

Tired of having to format clients reports manually, one by one? With Digits reports we make reports customizations as simple as one click. We've built Digits Reports to be powerful, yet extremely easy to customize.

 

 

  • Go to your Accountant Portal and select a Client
  • Open the Digits Report
  • On the left-hand side, choose "Options"

2 replies

As of August 2023, the options dialogs can now be found under a customize button on the right-hand side of the report draft after it is generated.

Userlevel 5
Badge +3

Yes, thanks for correcting @Chris Scott!

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