Aplos provides an easy-to-use reporting platform that allows you to quickly generate the reports you need to print, download, or even share via email with your board, management team, or accountant.

Quick Access To Favorites And Recently Used

At the top of the page, you can access your most-used reports. You can favorite reports you use often by clicking the star icon ⭐️ next to them. The right-hand side of the screen shows a list of your recent reports for quick access.

Hide unused Reports

To help you keep your reports dashboard clean and organized, Aplos allows you to hide any report you don't use. This feature lets you personalize your view so you only see the reports that are relevant to your organization's needs.

To hide a report, simply click the ellipses (•••) icon next to its name and select the Hide Report option.

If you ever need to access a hidden report, you can easily view it again by clicking the Show Hidden Reports button on the right-hand side of your screen.

Rearranging Your Report Sections

Aplos allows you to customize the layout of your reports page so your most-used sections are at the top, making them easier to find. You have four options for reordering the sections to best suit your workflow:

• Move to Top: Moves the selected section all the way to the top of the list.
• Move Up: Moves the section up by one position.
• Move Down: Moves the section down by one position.
• Move to Bottom: Moves the selected section all the way to the bottom of the list.

To use these options, simply click the up and down arrows ⬆️⬇️ on the right-hand side of each section header. By moving your frequently used sections to the top, you'll reduce the amount of scrolling you have to do, improving your workflow and efficiency.

Search and Filter

The reports landing page is designed to help you find the report you need quickly, no matter how many options are available. Instead of scrolling through a long list, you can use the built-in search and filtering features to narrow down your options.

Using the Search Bar

The easiest way to find a specific report is to use the search bar at the top of the reports page. Just start typing the name of the report you're looking for (e.g., "Income Statement," "Donations by Contact," or "Balance Sheet"), and the list of reports will instantly filter to show only those that match your search.

Filtering by Category

If you are unsure of the name of the report you are looking for, you can also filter the report screen by accounting based reports or donation based reports to help narrow it down

Save Your Customized Reports

You can also save reports you've customized, such as adding applied filters or choosing report layout options, so you can quickly and easily run them again.

You can assign the name of the report, which is what you'll see in the software, and the title of the report, which will show on the report itself.

Once you have saved your report, you can access it by scrolling towards the bottom of the report screen to the "saved" section. You can favorite any of your saved reports for easy access at the top of your reports page. 

Easily Share

All of the reports can be exported or printed and have a clean, professional formatting. Each report has the option to Print, Export, or Share by Email so users can securely prepare professional reports with the click of a button.

You can also schedule an email to be sent of your report you would like to share on select reports. Check out this article to learn what reports this is currently available on.