Searching for a report

There are two ways to find a report. If you know the name of the report you are looking for, you can use the handy search box in the top right menu bar. The search results appear immediately in the left column.

You can also navigate to reports by using the categories listed in the top left menu.

First, select a category from the top left menu. Currently, there are four categories:

• Billings
• Bookings
• Customers
• Advanced

Second, choose the report you would like to run from the left column. The options that appear on the left are based on the category you choose from the top left menu.