- 1
Open Reports
Go to Reports (/reports).
Tips- Which reports you see depends on your plan and permissions
- 2
Choose a report
Pick a report such as Attendance, Case & Matter, Expenses or Inventory Purchase.
Tips- Each report opens with the current month by default
- 3
Set filters
Apply date range and other filters, then run the report.
What to enter
Field Type Description Example Date Range* daterange Reporting period This Month - 4
Export
Export the report for sharing or record-keeping.
Tips- Use consistent periods when comparing months