Finding Reports
Navigate to Reports on the sidebar
There are various ways to find your desired report:
- Click 'Report Name' to filter alphabetically
- Select 'Report Category' on the filter bar to select desired category
- Enter key words into the search bar to find
Filtering Reports
Depending on the report, there are several ways to filter the data within it. After selecting a report, you'll notice a filter bar at the top.
Once you've chosen your desired filter criteria, be sure to click the green "Filter" button to apply the changes and update the report accordingly.
Please note, not all reports will have the below filters (report filters vary).
Filter by Date
You can filter a date from and to, a calendar view will appear to select the desired dates.
Filter by Booking Status
Filtering by booking status helps ensure that only the relevant booking statuses appear in the report. To remove booking status filter, click the X next to the status.
Filter by Client/Depot/Project
Simply click on the desired filter and type in the desired Client/Depot/Project
