How to Activate the Reports Integration?
Sales Reports provide information about sales, product stocks, and profit, while Invoice Reports reveal financial transactions, including income and expenses. These reports are essential for effective business monitoring, inventory management, and financial accountability. They also help executives make informed decisions and ensure a clear financial representation of business activities. Easily activate the reports module with the help of this guide.
Open the list of INTEGRATIONS
You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.
In the list of integrations, find the REPORTS integration and INSTALL
Once the setting is installed, go to the REPORTS section
Click the GENERATE REPORT button
Choose the desired report type
Select the desired time period and click GENERATE REPORT
The report data will be displayed on the screen and can be saved
How to do it?
Open the list of INTEGRATIONS
You can find modules in two ways. In the account management panel, by selecting the PUZZLE ICON, or in account settings by clicking on INTEGRATIONS.
In the list of integrations, find the REPORTS integration and INSTALL
Once the setting is installed, go to the REPORTS section
Click the GENERATE REPORT button
Choose the desired report type
Select the desired time period and click GENERATE REPORT
The report data will be displayed on the screen and can be saved
Updated on: 11/06/2024
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