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How to create a new report

You can create multiple custom reports within your Zen Planner Database for day to day use, or as a way to export data from Zen Planner to import into your accounting & payroll software.  

If you go to your Commands and Search box at the top right of your screen and click in the box a drop down should appear.  Within the drop down select New Report.

 

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Once you click on New Report a pop up box will appear with the different report types to choose from.   

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Once you click on the report type you would like to view you can then modify the report to fit your needs.  

 

To learn more about how to modify these reports please go to:

https://help.zenplanner.com/hc/en-us/articles/203999000-Using-the-Report-View

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