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Reports Module


Customizing the content of a report

  1. Open the report you want and click Customize option on top of the report.
  2. Change the settings in the Customize report window and then click Run Report.
  3. For example, by default each report shows the data for all dates. To limit the report to different sets of dates choose Transaction Date range above the report or in the customize window.
  4. The Customize window contains many settings that help you limit the report. To do further customization export the report to excel and manipulate it.
  5. Click on the column heading to sort the report