Financial/Operational Reports

"Reports" category offers resources on how to create and analyze various types of reports for business use. Includes tips on data visualization, report automation, and insights analysis. Helps to make data-driven decisions and understand key trends.

  1. Overview
  2. Financial/Operational Reports

How to Filter the Expenses Report by Date

You can filter the Expenses Report to display expenses for any date range.Steps:Go to the Expenses ModuleClick the Filter menu.Select the Date FilterSelect the Custom Date Range.Se ...

How to Create Reports

How to Access and Use ReportsIn the left sidebar, click the Graph icon to open the Reports module.The Reports dashboard will display all available report types as tiles.Available R ...