Report filters & analysis

    Use the reports and filters provided in the workspace.

    1. 1.Choose a report

      Open Reports for inventory, sales, inquiries, payments, expenses and other report types available to your account.

    2. 2.Apply filters

      Use the date, status and other filters shown by that report. Check the selected period before comparing totals.

    3. 3.Request additional analysis

      For a report or custom metric that is not shown, contact the team with an example of the result you need. Availability requires review.