Reports & Dashboards

💡These articles explain custom reports, the Dashboard and the Cost of Sales report.

Articles#

• Cost of Sales Report: Describes the Cost of Sales report, which tracks job costs and profits by transaction, customer or item.
• Custom Reports: Describes custom reports: viewing them, their filters and charts, creating and editing them in Edit Reports, and the Dashboard settings.
• Custom Reports Tutorial: Shows how to view a custom report, create and edit reports, add filters, charts and drilldowns, give users access and fix common problems.
• Dashboard: Describes the Dashboard: choosing its custom reports and layout, the refresh and menu options, and customising its charts.