Skip to main content
All CollectionsClerkReports
How to Access Reports
How to Access Reports

Reports

Jim Aminloo avatar
Written by Jim Aminloo
Updated over 5 months ago

We have included a variety of different Reports you may create in order to track Operations, Sales, and Insurance information.

In order to access these, head on over to Settings and find the User you are looking to update.

Select the Pencil Icon next to the User's Name to edit, and choose Reports from the "Select Role" dropdown.

Did this answer your question?