How to run a report

The reporting feature is a very useful tool and can show a variety of customisable, business-related reports ranging from customers and jobs, debtors and creditors to suppliers and parts.

  1. In order to access your reports, click on the 'Reporting' tab at the top of the page.


  2. Click the menu button in the top left corner of the window. This will now show you a list of all the reporting categories available, each with their own list of standard sub-categories.


  3. Clicking the required sub-category will run the report and displays the results in the main window. You will also have the option at the top of the report to add additional filters in order to provide more specific results.