Report

Generate reports

Some of the report available includes

• Inventory
• Activity
• Promise
• Notes (by date)
• Status
• Confirmed payment

Custom Report

When inventory is chosen from any of the report tab, custom report is mad visible select this box to generate report a list of ten fields will be shown, change them as needed.

Main

Here you will find reports that can run against all users and clients

Confirmed Payment

This report will display all confirmed payments within the date range chosen. Click on the ref number will allow you to edit the confirmed payment information, click on the filename show the image or the document

Inventory

Enter the user id to run the inventory for