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How-to (step by step)ReportsRun a report

Run a report

Lite+

The reports library — your sales, production and timesheet reports, both the built-in (system) ones and any custom reports set up for your company.

When to use

To run a report and export or print the results.

Step by step

Reports list
1. Your sales, production and timesheet reports — both built-in and custom.
View (combobox)
2. Filter the list to find the report you want.
Run (Command on a report row)
3. Run a report to view it, then export or print the results.
Company Favourite (column)
4. Pin the reports you use most as Company Favourites so the team finds them fast.
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