
Run Reports
Share a Report
The Reports screen has dozens of reports that tell you about different aspects of your business.
- Click:
- Email to send the report as PDF attachment.
- Print to print the report.
- Export to download the report as Excel spreadsheet or PDF.
Report Drill Down
- Click any number in a report to view its details.
- Click the Back link to return to the report when you’re finished.
See Information About a Report
- Point to the report.
- Click the report's ? icon.
Add a Report to Favorites
You can add your frequently-used reports to the Favorites section, at the top of the reports screen, so they’re easy to find.
- Click the ☆ star next to the report you want to add to Favorites.
FREE Quick Reference
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