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Reports

An overview of the Reports module in ERP ERP.

Author

Support Team

Last Update 3 years ago

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Introduction to Reports

The Reports module in ERP ERP provides insights into your financial and operational data. Learn how to navigate and generate reports to analyze your business performance.

  1. Access the 'Reports Module' from the main dashboard.
  2. Explore various report categories, such as financial reports, sales, and inventory.
  3. Customize reports by applying filters, such as date range or account type.
  4. Export reports in formats like PDF or CSV for sharing or record-keeping.
  5. Use visualizations like charts and graphs to gain deeper insights into data.
  6. Schedule automated reports to receive updates at regular intervals.
  • Access the 'Reports Module' from the main dashboard.
  • Explore various report categories, such as financial reports, sales, and inventory.
  • Customize reports by applying filters, such as date range or account type.
  • Export reports in formats like PDF or CSV for sharing or record-keeping.
  • Use visualizations like charts and graphs to gain deeper insights into data.
  • Schedule automated reports to receive updates at regular intervals.