Follow theses steps to add a report link to your book:
1. Create your financial report. For example:
- Profit and Loss
- Balance Sheet
- or any report you want.
2. Then, install the Report Menu App
- Go to Automations Portal
- Choose Bkper Menu App
- Click Install
3. Add a property to your Book
Once you install the Report Menu App, the only thing you have to do is to add a book property to your book with a reference to the report you want it to open.
Open your book
Go to Settings ⚙️
Click on Properties
Add property: report_url
Insert the link of your report
Press Save
You can see more details in this video: