Analytics

    Use recorded business activity to review performance.

    1. 1.Choose the screen

      Open Analysis, Reports or Profit & Loss according to the information you need and your permissions.

    2. 2.Review the period

      Apply the filters available on the screen and check which dates and statuses are included.

    3. 3.Check the source records

      Review sales prices, payments and expense approvals before relying on totals. Downloads are available where the report provides export controls.