Applications › Reports
Overview
The Reports area provides a central workspace for accessing reporting-related views across key business functions. It supports Sales representatives, Sales managers, Project managers, Purchasing officers, Warehouse or inventory managers, and Finance or accounting users who need to review operational information in their respective areas.
Reports are organized around functional workspaces, including Sales, project management, purchasing, warehouse operations, and finance. The area also includes access points for personal work, dashboards, tickets, and attachments.
What you can do here
- Select Dashboard to access dashboard reporting.
- Select Reports to work in the reports workspace.
- Select My Desk to access reporting from your personal work area.
- Select Sales or PM to access sales or project management reporting.
- Select Purchasing or Warehouse to access purchasing or warehouse reporting.
- Select Finance to access finance reporting.
- Use today, Tickets, Attach, and Ok to work with the available report controls.
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