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.

Screenshot 2023-11-20 144325

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

Each column represents a single attribute. You can also download this report as a CSV or PDF using the download button.

Screenshot (26)-1


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

Screenshot 2023-11-20 150540

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

Screenshot (27)-1