Reports

Every report you may open, in one place. Pick a report to open it.

Where

System › Overview › Open Reports

Who

Anyone allowed to open at least one report; each person sees only the reports they may open.

Read the cards. Each one names a report and says in one line what it shows, for example Sales, Expenses, Tax summary, Expenses vs Income, Leads / Deals or Proposals & Estimates.

Press Open report → on the card. The report opens in its own part of the system, with its own dates and filters.

A report you are not allowed to open has no card here. The same reports are also reached from the Reports tab of their own part, for example in Sales & CRM.