Reports Screen Cheat Sheet

Owned by Gord More (Unlicensed)
Mar 24, 2016
1 min read

Hint

 To create a PDF Document of this page to print, click on the "..." located on the top right hand side of this page, then select, "export to PDF"

Reporting functions are on the Invoicing & Reports screen. Invoicing is not covered by a cheat sheet.

General Reminders

  • To select the report category click on the blue link on the left-hand side of the screen
  • Some reports require more user input that others, so the right-pane will often change while selecting a report or category
  • Custom reports can be created or modified to suit your business's needs, contact us to request a quote.

Invoice Formats

PDF High quality print or email format. What you see is what you get.
HTML Low quality but universal format. Useful when no PDF software is available.
CSV Comma separated value format for spreadsheets. Used to export data into other software.