install instructions [only needs to be done on 1 Billings Pro computer]
- save the report's .zip to your Desktop
- go to the Desktop and double click the .zip to expand it
- log into your Daylite database and choose Billings Pro>Preferences>Templates
- click the pulldown and choose: Select Template from Disk
- in the new window that opens, navigate to your Desktop and double click the report you expanded from step 2
- once you see the report in the Templates list, you can delete it and it's .zip file from your Desktop
- once all computers running Billings Pro have synced, they should all pick it up
usage instructions
- click Reports
- click Refresh List at the bottom left
- click on your report in the Blue Rock section
- follow onscreen instructions