The Reports section will give you a real-time overview of your business
1- Business Reports:
These reports will give you an overview of your business data based on 2 criteria-
Reports can be generated based on custom selections. Here are the columns that can be used to customise reports:
Let’s learn how to generate a custom report:
1- Business Reports:
Go to Reports - click on Generate new report - select customer or group- select date range - click on Get Report
2. Based on invoice date: Get an in-depth view of business generated based on invoices and any outstanding amounts.
Go to Reports - Click on Generate new report - select group to include data for - select date range - click on Get Report
You will be able to refresh a report only if it has been added to Favorites.
If there is a specific type of report you want to generate but are unable to, please write to us on support@indecab.com and we will be happy to help.
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