SwiftReports is the new report engine for PlanSwift version 9.5 and later. We have added many new features that have been requested by our customers.
The Report Designer button is visible only if you have enabled it on the Settings tab > Interface section: click on the Show ReportDesigner checkbox. See Settings - Interface .
Features include a more formal appearance, customer address book, multiple tax rates, and terms and conditions for the estimate.
Optional: An available report designer to create fully customizable reports, including custom calculations, colored graphs and charts, images, logos, backgrounds, and more.
In the Contact Editor you can add, edit and delete contacts.
Clicking the Preview tab on the report screen will display the new report preview. When using the grid view, the old style report tools are still available, just as they have been in the past.
The Report Designer is useful if you wish to fully customize the look of all of your reports. PlanSwift recommends a training session if you wish to use Report Designer.