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Find the right report

Use report categories and descriptions to choose the report that matches your question.

Choose the report that answers your question

  1. Open Reports.

  2. Find the relevant category: financial, time tracking, salary, orders and jobs, forms, or commission.

  3. Read the description on each report card, then select the report that matches the information you need.

Common starting points

  • Use Financial summary for sales, refunds, VAT, and captured payments.

  • Use Orders or Jobs for operational status, dates, assignments, and values.

  • Use Registered time entries to investigate individual time records and warnings.

  • Use Salary working hours for payroll hours and amounts grouped by employee.

  • Use Forms report to find assigned forms and compare completed fields with total fields.

Filters, periods, results, and export controls appear after you open an individual report.

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