Beacon Finance allows you to save reports from the Transactions screen for the future. After you have created a search on the Display Transactions screen using the filtering options, you can save your search.
First, click the Save Search button.
A pop-up modal will load with the option to provide a name for your search. Enter the saved search name into the Enter New Search Name text box. Then click Save/Update.
Later, when you need to re-run this report, click the Saved Search drop-down and select the search name. The report will run with the same filters you had saved with any new transaction data that has been downloaded since you first saved the search.
