Report Actions

All reports can be exported to PDF and Excel.

Each Report page has a Report Options button. This button will display options when the right caret icon is  clicked.

Our Reports allow for drill down into their respective forms by clicking on the blue formatted Invoice Number ( ex. AR Aging Report allows drill down into each Invoice).

Each Report page has Report Options at the top of screen to filter results by. 

 

 Each Report page has options to filter certain columns. For example, you can filter a column by Date by clicking the Filter Option icon on the column


Some Reports have options to group certain columns. For example, you can group a column by Taxing Entity by clicking and dragging the Taxing Entity column header into the space that is titled "Drag a column header and drop it here to group by that column"

 

 

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