To generate reports:
- Go to the Dashboard
- Under the header hit generate report
- Select on of the report options
- Dashboard Report
- Profit and Loss Report
- Budget Percentage Breakdown Report
- Finance Plan Percentage Breakdown Report
All reports will be downloaded as a PDF.
The Dashboard Report contains the following options for export:
- Budget Analysis
- Cash on Hand Graph
- Percentage Breakdown
- The Percentage Breakdown Report offers a more granular percentage breakdown for the quarters you choose.