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How do I generate and view a report?

How do I generate and view a report?

There are three ways to generate and view a report:

  • In the Business Center screen tap one of the two reports icons below the image of Sam for a quick year to date Income Statement or Balance Sheet Report.
  • Tap on Sam’s image and say either “3” or “Report”. Sam will then present all the report options to the user and then tell Sam the report period. Then Sam will generate the report.
  • Swipe to the REPORTS screen. Select the report type from the reports dropdown. Select if you require Business or Private report types. Then select the reporting period on the calendar wheel. Tap on “View Report”.
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