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View a report

Before you begin​

  • Reports need internet: they are calculated at the moment you open them.
  • Each report depends on your permission. If a report is missing, ask the subscriber.

Steps​

  1. In the left menu, click Reports and choose the report, such as Sales, Payments received or Cash sessions. Use Search reports to find it by name.
  2. Set the Company, From and To, and the other filters.
  3. Click Apply.
  4. To take the data with you, click Print, Export to Excel or Export current sheet to CSV.

Done​

The report shows the totals and the entries for the period. Each sheet shows up to 200 entries: narrow the period to see them all.

The sales reports are also in Sales → Reports.