Customising Quick Access Reports in SI360

David Edward John Moroney

• 20 February 2024 04:37

Why is it, when I search in SI360 for how to customise the content of Quick Access reports, that I get an SF360 answer which does not work in SI360?

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• Official comment

  

  Andre Jones

  • 20 February 2024 05:09

  Hello David, 

  Thank you for getting in touch, the Simple Invest 360 search engine also includes Simple Fund 360 articles as they are very similar software that share common features. 
  
  I can see that the Quick Reports Access article is out of date, we will update the article shortly. 
  
  To answer your question on customise the Quick Access Reports, please click the PDF icon located to the right of the report for a star to appear. Similarly, to remove a report from the Quick Access Reports please  press the chosen report on the PDF with the Star Icon, and this action will remove the report from the Quick Access Reports section.    
  
  Please let me know how this goes for you  
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  David Edward John Moroney

  • 20 February 2024 07:06

  Thanks for the prompt reply Andre.

  Unfortunately the steps you mention do not work. 

  There is a PDF icon to the left of the report I want to add (Detailed Statement of Financial Position), but there is no PDF icon to the right. 

  When I press the left icon with the left mouse key, the report opens.  When I press the left icon with the right mouse key, I get a pop-up menu for various tasks, none of which refer to the Quick Access reports.

  Any other ideas?

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  Andre Jones

  • 22 February 2024 02:57

  Hi David, 
  My apologies I did mean the PDF Icon on the left-hand side of the report. 
  Please click the PDF icon on the left-hand side of the report (as in the updated article here, the GIF within the article shows the process). 
  If this does not add the report to the quick access report, this may mean that there are currently 12 reports within the Quick Access Reports. The maximum amount of reports allowed is 12. 
  To remove a report from the Quick Access Reports, please select the pdf-star icon on the report wished to be removed from the Quick Access Reports. 
  Please let me know how you go with this.  
    

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  David Edward John Moroney

  • 22 February 2024 04:43

  Hi Andre

  This does not work.  As mentioned above when I press the PDF icon with the left mouse key, the report opens.  When I press the PDF icon with the right mouse key, I get a pop-up menu for various tasks, none of which refer to the Quick Access Reports. 

  The screen shot you provided was not from SI360 - it is from SF360.  This is the SI360 screen shot I have in SI360:

  

  There is no menu for Quick Action Reports.

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  Andre Jones

  • 22 February 2024 06:01

  Hello David, 
  It appears at the current time customising Quick Access Reports is not available in Simple Invest 360. 
  I have spoken to the relevant Product Team and they have added this feature to the Wishlist for upcoming releases, I will update this post once the relevant release has come through. 

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  David Edward John Moroney

  • 23 February 2024 01:43

  Thanks Andre.  I look forward to this feature being added to SI360.

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