Epiphany

Manual:Insight Reporting

Revision as of 18:22, 13 March 2024 by Brianl (talk | contribs)

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
Retrieved from "http://epiphanywiki.crystalcomputer.com/index.php?title=Manual:Insight_Reporting&oldid=1145"