Reports centre
Run a report
Section titled “Run a report”Side menu → Reports centre. Pick a report, choose a Period (this month, last month, last 30 days, last 3 or 6 months, this year, last year) or type your own dates, then Run.
Charts
Section titled “Charts”A chart sits above the table. Change Show (which number) and by (how to group it). Hide chart turns it off on this device.
Sort and filter
Section titled “Sort and filter”Click a column heading to sort; type in Filter rows to search.
Download
Section titled “Download”Excel / PDF / CSV download what you see. Every export is written to the audit log.
Save and share views
Section titled “Save and share views”Save view keeps the report and its dates on the Reports centre page. Tick Share to let colleagues use it too — each of them still sees only their own records.
Email and schedules
Section titled “Email and schedules”In any report → Email. Or Save view → choose a schedule (daily, every Monday, or the 1st of the month) and who gets it.
The 16 reports
Section titled “The 16 reports”Leads by source · Lead register · Salesperson performance · Quotation register · Project status · Time logged · Overdue tasks · Headcount · Attendance summary · Leave balances · Sales register (GST) · Purchase register · Expenses by category · Customer outstanding · Salary register · PF & ESI contributions.