Finding and filtering reports

Use the grouped Reports menu to find financial, partner and operational information.

Step by step

1. 1Open Reports in the sidebar or the All Reports landing page. Choose the relevant grouped report, using the star to save a personal shortcut.
2. 2Use Overview for available summary measures, Sales for customer sales, Purchasing for supplier spend and Inventory for stock information.
3. 3Choose the applicable date or as-of period and branch. Inventory may represent current stock rather than a historical range.
4. 4Wait for the report to load before exporting. Review the underlying document if a figure needs investigation.