1. Access Reports
Open the reporting section of the software.
Click into any available report.
Reports are categorized and then open to a sub category for selection
2. Set Filters
Choose the following filters:
Tier
Sales source
Sale type
Register
many more depending on the report type and category.
If applicable, select a location from multiple options.
3. Select Date Range
Choose a date range from the following options:
Today
Yesterday
Last 7 days
Last 30 days
This week
Last week
This month
Last month
This quarter
Last quarter
This year
Last year
All time
Custom date range.
4. Submit Report
After setting the filters and date range, submit the report.
5. Observe Results
Check if the report generates correctly with the expected information.