Add Custom Reports to IRIS Financials Advanced Reporting Categories

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.

Custom reports you create that you want to make available for all your colleague that use IRIS Financials Advanced Reporting to access, can be added to the Reporting Home categories.

1. From Reporting Home, select the relevant category, such as Sales Reporting.
2. Open one of the available reports.
3. Select and drag over the Return button, then press and hold Ctrl and C.
4. Find and open the report you created.
5. To paste the Return button into your report, press and hold Ctrl and V.
6. Press and hold Ctrl and select Return.
7. From Reporting Home, select and drag over one of the report tiles, then press and hold Ctrl and C.
8. To paste a new report tile, press and hold Ctrl and V.
9. Drag the report tile to where you want it place.
10. Select and drag over the new report tile, then edit the name and description as required.
11. To save the changes, select anywhere on the dashboard to clear the selection of the tile.