Reports v2

The V2 reports index page will display categorised tabs which each contain a set of relevant reports. Access to each tab can be restricted via the 'Reports' permissions. For more details on how to update user-specific permissions, please see this support article. For more details on how to update role-based permissions, please see this support article.

• My Reports - This category contains saved custom reports that are specific to the logged in user.
• Timesheets - This category contains time, task and staff based reports.
• Projects - This category contains project and project related reports (i.e. production jobs, recurring projects etc).
• Invoices - This category contains invoice, credit note and payments related reports.
• Purchases - This category contains purchase order and purchase line related reports.
• Clients - This category contains client-centric reports.
• Sales - This category contains sales-pipeline and stock sale related reports.
• Stock - This category contains stock centric reports.
• Assets - This category contains asset-centric reports.
• Forms - This category contains form completion reports.
• Custom Reports Category 1/2/3 - These categories can be renamed and exist to categorise and store custom saved reports that are accessible to anyone in your organisation. For details on how to save a custom report, please see this support article. For details on how to rename these categories, please see this support article.