Reports
What are Reports?
- Reports play a crucial role in financial management and decision-making. They provide a comprehensive view of a company’s financial health, performance, and transactions.
How do you view Reports?
View Reports
Select Analytics / Reports from the Main section of the pulse menu -
Note
This is an example screen shot of the pulse menu.
Position of the menu items within pulse will vary according to available options and dependant on personal screen resolution.
or from the Main Menu select Analytics then Reports -
or enter Reports in the Quick Launch Side Menu.
This will then show the Enquiries on the system where normal customisation of Sets can be used.
Tip
To modify the columns displayed, select in the top right of the page, then tick/untick the information you want to see or not.
How to edit a Report?
Edit a Report
Select Reports from one of the options as shown above in View Reports.
Select one of the pre-defined Reports, then select Design -
or select and open one of the pre-defined Reports, then select Design -
The Report design page now appears ready for any changes/additions/formats.
Select and drag charts/graphs from left-hand menu to main page - hover over individual icons in this menu to see their function.
other Report properties, formatting, appearance, design, settings etc. can be setup in the right-hand menu.
Selecting the Preview button will show how the Report will look.
Select Save when finished.
How to create a new Report?
Create a new Report.
Select Reports from one of the options as shown above in View Reports.
Select New.
Enter Description, Filename template and Attachment group.
Select Create report.
The Report design page now appears ready for any changes/additions/formats.
Select and drag charts/graphs from left-hand menu to main page - hover over individual icons in this menu to see their function.
other Report properties, formatting, appearance, design, settings etc. can be setup in the right-hand menu.
Selecting the Preview button will show how the Report will look.
Select Save when finished.
Updated April 2024