Generating business reports
To get an in-depth view of business performance based on either completed duties or invoices and any outstanding amounts.
Action Steps:
- Navigate to Reports: Go to the Reports section and click on ‘Generate New Report’
- Choose Report Type: Select Business Reports either "Based on Duty Date" or "Based on Invoice Date" from the drop down menu.
- Apply Filters: Use filters to select the customer, duty type, vehicle group, etc.
- Set Date Range: Specify the date range for the report.
- Generate Report: Click on "Generate" to view the report.
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