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View a report

Configure the display of data in the report

C
Written by Cindy Thompson

You can use reports to track sales, inventory, employee, and customers to identify behaviors and volume, and to track inventory to improve efficiency, understand profit/sales, and drive growth.

You can select the report to view and then filter the data displayed in the report.

Mobile application

  1. Select Settings > Reports.

  2. Select the report to view. The report data is displayed.

  3. To filter the report based on a specific date range, select a predefined date range above the report, or select to select individual dates on the calendar.

Web application

  1. Select Reports and then select the report to view. The report data is displayed.

  2. To filter the report based on a specific date range, select the date field above the grid and then select the date range. You can select individual dates on the calendar or select a predefined date range.

  3. To define the columns in the report (where applicable), select Columns, select the check boxes for the columns to be displayed, and then select outside the popup to accept the change.

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