How to Filter by a Single Attribute

If you are using Attributes to track activity to specific portions of your business (associates, departments, locations), you have the ability to run specified reports according to a single attribute. 

To being running reports filtered for a single attribute follow the steps outlined below:

1. Mouse over the Reports tab in the top menu and select either Income Statement or Balance Sheet

2. Click More to expand the options on the respective report. 


3. Use either the Associate, Department or Location drop downs to choose the attribute on which you would like to report.


Note: Once your selection has been made, you can use the Download button to either export a CSV or PDF version of the report.