How to Run Comparative Reports

If you are using attributes to track certain areas of your business, you can run reports that are limited to just the activity within a specific department, location or by individual associates.

In order to begin running comparative reports follow the steps outlined below: 

1. Click on Accounting from the top menu.

2. Select Income Statement from the left-hand menu.

3. Use the Show drop down to choose how you want to filter your data.

4. You can also click More to filter by an associate, Department or Location.

5. Once your report is ready, you can download the report as a CSV or PDF file.