Guides/Reports

Reports

Finding, running, and reading reports — drilling into the detail, exporting to Excel, and managing drafts.

• Add a chart above a report
• Cash Forecast studies
• Cash Received by Day
• Drafts: publish, archive, amend
• Export to Excel
• Find and run a report
• Fleet Map: where your trucks are now
• Foreign currency exposure
• How to read the numbers
• Look up ledger activity (GL Inquiry)
• Methods — the saved ways your business answers a question
• Operational views: inventory and orders
• Retail margin and bed sets
• Saved analyses, Favorites and Recent
• Scheduled reports and analyses
• The Manual Journal Register