Edit IRIS Financials Advanced Reporting Reports

IRIS Financials Advanced Reporting uses Microsoft Power BI. When using Microsoft Power BI Desktop to create, edit, and publish reports, you must hold and press the Ctrl key, then select buttons or links. To learn more about using Microsoft Power BI, go to the Help Centre.

Existing reports can be edited to add or remove data to meet your organisation's needs.

  1. From Reporting Home, select the relevant category, such as Sales Reporting.
  2. To access and edit the report, select the relevant report tile.
  3. Edit the report by adding and removing sections as required.
  4. When you have finished editing the report, publish it.
  5. To share the report, either:
    • To only share the report with specific people, send them the link to the published report.
    • To allow all IRIS Financials Advanced Reporting users to access the report, add it to the relevant category.