Reports
Let’s look at how to run reports in GB.
Last updated
Let’s look at how to run reports in GB.
Last updated
To begin, open the reports tab. On the left are the different categories, and under each category are different filters so that you can customize your reports to see the different information that you need.
Under the sales report, you can narrow the reports to specific shops. You will select the job type . You can quickly select all or deselect all with these buttons, or select as many or as few as you need. Next is the bill to customer type. Narrow your results further with the date range. You can group the report by date, shop or vender. And finally, you get even more specific results by filtering by groups here, and then by individuals here. You don’t have to choose all the filters, just the ones you need to see the results you want.
Click generate to show the results. From here you can export those results as a pdf or excel, print them, or send them via email.
