Manual:Insight Reporting
From Epiphany
Reports
Insight Reporting
All reports are stored in Insight Reporting. Reports displayed on menus are opened in Insight Reporting.
- 1. Expand (click on the +) the Report Category from the left pane, then select the desired report.
- 2. The Report Selection Criteria will display at the bottom of the left pane and a preview of the report will display in the right pane.
Accounts Receivable Reports
Dashboard
The Dashboard Report provides a quick summary (Total $) of all orders and AR Invoices by GL Group in Epiphany.
- Outstanding Orders - total amount of orders
