Find and open a report

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

Reports are grouped in a sidebar so you can find the numbers you need quickly.

Steps

1. Open the Apps launcher (the grid icon in the top bar) and select Reports.
2. Expand a group in the left sidebar, for example Sales or Payments.
3. Or type a report name in the search box at the top of the sidebar.
4. Select a report to open it.

Result

The report opens with your business data.