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Email Templates Purpose and when to use this record Maintain reusable email subject and body content used when Brisk sends business documents or notifications. At a glance Identify it by: Name. Check its business context: Pdf Renderer. Why care: A report...

Receipt Templates Purpose and when to use this record Maintain receipt layout and business text used for point-of-sale or transaction printing. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A report is only trustwo...

Report Charts Purpose and when to use this record Turn an advanced report into a chart by selecting label, value, grouping, sorting, series, and display options. At a glance Identify it by: Chart Title, Label Field, Label Subfield, and Show Values On Chart. ...

Advanced Reports Purpose and when to use this record Build a reusable report from selected data, filters, columns, grouping, sorting, totals, and access settings. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Be...

Reports Reports overview The Reports workspace related to this reference article. Reports turns Brisk data into operational lists, financial analysis, charts, printed documents, receipts, and outbound email content. A report is only as reliable as its source t...

Pdf Renderers Purpose and when to use this record Configure a printable document template for a particular record or list and control where users can select it. At a glance Identify it by: Name. Check its business context: Content Type. Why care: A repor...

Reports Purpose and when to use this record Define a reusable business report, its data source, date behavior, category, filters, and system/custom status. At a glance Identify it by: Report Title, Allow Date Filters, Date Field, Date Behavior, and Beginning...

Work Period Reports Purpose and when to use this screen Work Period Reports provides accounting and operating reports for a user-defined date range. Use it for close review, management analysis, and supporting detail when the built-in period buttons do not mat...