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. Within the FINSYNC Business Platform, click Accounting from the menu.
2. Select Income Statement from the left-hand menu if not already selected.
3. Use the Time Period, Show & Compare drop downs 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.
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Related Articles:
How to Export Reports as either CSV & PDF
Adding Attributes to Bank Transactions
How to Filter by a Single Attribute