Manual:Insight Reporting

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