How to produce management reports
To produce management reports first go to Reports on the left-hand menu of the client’s main dashboard and then select which type of report is to be produced.
To compare current figures with any past figures that have already been produced for this client, first select a Date range (i.e. yearly, quarterly, monthly) and then select how many of these previous periods you wish to compare to within the Compare with field. These reports can then be exported as a CSV file or a PDF file which can then be shared with clients if necessary.
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