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[Closed] What do the Refresh and Reset buttons do in Reports?

CT Support
(@slimjim)
Support Team Admin
Joined: 2 years ago
Posts: 154
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What do the Refresh and Reset buttons do in Reports?

The button is used in most reports to ensure that the report data is up to date. You should always refresh reports when first opening them. Changing report parameters, eg. dates, also performs a refresh.

Similarly, most reports have a Reset to Current FY which is a quick way to set the report Start and End Dates to your current financial year.

The Reset button is used in some reports as a quick way to set the filters to "All".

Finally, all reports are read-only and do not change your data. Please don't be afraid to experiment with them!


   
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