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Clicking each icon, the associated reports will be displayed below.
The systems symbols beside the report name in the list of reports will show you that the report is either a custom report, as seen beside the $$ report, or that the report is available in both a summary or a detailed version, as seen beside the branch report.
You can click on the report name to go directly to the report.
Clicking on the 3 blue dots is another way to open the report. The delete option is only available if it is a custom report created by you.
From the reports dashboard, you can search for a report by starting to type the report name in the search box.
You can Search for a report by entering the partial or full name of the report.
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Custom Reports
The option to create a custom report is available for each report. You can select columns for your report from the list of default options.
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You can run all reports in CSV or Excel, report . Report processing may take a few minutes. You can go to other screens during this time and find your report in the export tab of the Report menu. Your report will remain in the export tab for a few days. In order to export the file, you just have to click on Action and on Export Excel.
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