This Help Article covers;
To Select and View a Report
Selecting and viewing Reports is done from the Side Menu's Reports Side Tab
Quick Flow:
Reports Side Tab
Report > Select
1. Hover over the Reports Side Tab, then Press on a Report to Select and View
Reports Available;
Sales Forecast - A list of all Unsold Costs with a calculated Sell Price using the Job's selected Pricing Rule
Timesheets Summary - A view of all Staff and the entered hours for a Pay Period
Quotes - An Overview of Quotes
Retentions - A list of Jobs where retentions apply and amounts held
Work in Progress - A list of all Unsold Costs (Billable Labour/Materials)
Profit & Loss Summary - A list of Jobs displaying their P&L