Manual:Insight Reporting: Difference between revisions
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Insight Reporting | [[Category:Subsystems]] | ||
=Reports= | |||
===Insight Reporting=== | |||
All reports are stored in Insight Reporting. Reports displayed on menus are opened in 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. | :1. Expand (click on the +) the Report Category from the left pane, then select the desired report. | ||
::[[File:IR_Reports.png]] | |||
: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. | |||
::[[File:IR_Payroll_Summary.png]] | |||
==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 | |||
Latest revision as of 18:30, 13 March 2024
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
