Running Standard Reports
- Click on 'Reports' tab and choose the type of report you want to generate.
- Once you choose the type of report, the next window shows all the reports under that category (in this example, the Accounting type is selected):
- Select the report you want to generate (in this example, Balance Sheet is selected):
- As shown in the image above, the output type of reports can be selected from a drop-down menu. You can generate Reports in any one of the three formats, namely:
i. Excel
ii. PDF
iii. CSV - Click on 'Run Report' to generate the report for viewing in the specified format.
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