Run Any Report from One Button
What’s New
Run Any Report from One Button
Every individual report your team runs in Caliber, one click away in Manager.
What we built: A Run New Report button on the Reporting page with two choices: Individual Report and Report Group. Individual Report opens a full-screen report runner with the Caliber report catalog. Staff search or browse by category, fill in a short form, preview the report, and download it as a PDF. Available on web.
Why we built it: Running a single AR Aging, Owner Ledger, or Balance Sheet still meant opening Caliber Desktop. Reporting was one of the most common reasons Manager users switched back to Caliber during the day, and one of the first questions prospects ask about replacing Caliber.
Value:
- Every report, without Caliber: The individual reports staff rely on for month end, board meetings, and owner questions run from Manager.
- Find the right report fast: Search by name or browse by category. Each report has a plain-language description and an estimated run time.
- Fewer reruns: Help text on every field, lists limited to the chosen community, and required-field checks catch mistakes before the report runs.
- Check before you share: The report previews next to the form, so staff can adjust options and generate again without leaving the page.
- Results that match Caliber: Each report is checked against Caliber with the same options before it is released.
How to use it: Go to Reporting and click Run New Report, then Individual Report. Pick a report, choose the community and dates, click Generate Report, and then Download PDF.
One History for Every Report
Find any report run in the last 90 days, individual or group, and open it again.
What we built: Recently Run Reports now lists individual report runs alongside report group runs. Each row shows the report name, community, type (Individual Report or Group Report), status, and create date, and every column can be sorted. Individual runs can be viewed or downloaded again from the row. Group runs expand to show each community. Available on web.
Why we built it: An individual report used to disappear as soon as it was closed. Staff ran the same report again, or searched email and download folders for a copy.
Value:
- One place for run history: Every report from the last 90 days, individual or group, is in one list.
- Sort to find it fast: Sort by name, community, type, status, or date.
- No running it twice: View or download a past report straight from its row.
How to use it: Go to Reporting. Recently Run Reports is on the Reports tab. Click a column header to sort, then use the view or download icon on the row you need.