Business reports

Who can do this: Team members with access to Reports
Where to find it: Apps › Reports › Business

See cashflow, trends, forecasts, client retention and cancellations. These reports are in the Business group.

Before you start

• Reports included: Cashflow, Business Intelligence: Appointments, Business Intelligence: Sales, Business Intelligence: Forecast, Client Retention (30/60/90/180 days), Appointment Cancellations.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Reports.
2. Expand the Business group in the sidebar, or search for the report by name.
3. Select the report you want to open.

Result

The report opens with your business data.