Overview:
These are basic steps will show you how to access and generate reports as well as how to print and export your reports.
- Part One: Generating a Report
- Part Two: Printing or Exporting a Report
Preconditions:
Preconditions are the necessary settings, permissions, and items created in your software to allow the feature to work.
-
Access to the Reports module
- Employee Permissions to view reports
Steps: Part One
Follow the below steps to Generate a Report:
1. Using the top-left module dropdown menu, go to Settings and select a Report (blue buttons on left side of page).
2. Set your Filters ("Date Range," "Department," and "Sales Type") *Note that different filters appear on different reports.
3. Click "Run" in the top right. *Note that some reports are editable to admins and managers.
Steps: Part Two
Follow the below steps to Print or Export a Report:
1. Click the download button in the top right and select CSV (Excel) or PDF to download a copy to your computer. From the downloaded file, the report can be printed.
For further assistance, please contact our Support Team at support@foreup.com or 800-929-5737