Module 8 · Advanced · 8 lessons · about 67 min
Reports and analysis
Find, filter, save and export reports; read sales, stock, ledger, ageing and VAT reports; use dashboards; and catch mistakes with tie-outs.
What you will be able to do
- Find and run any report and read its tiles and TOTAL row
- Use filters, columns, grouping and saved views correctly
- Pick the right sales, purchase, stock, ledger, ageing or VAT report for a question
- Export and share reports and set up the Daily Owner Report
- Read the business health score and catch errors with tie-outs, Data health and the Exception Centre
Lessons
- 1. The report hub: finding and running reports 7 min
- 2. Filters, columns, grouping and saved views 8 min
- 3. Sales and purchase reports 9 min
- 4. Stock and ledger reports 8 min
- 5. Receivables, payables and VAT reports 9 min
- 6. Exporting and sharing reports 7 min
- 7. Dashboards and the owner overview 9 min
- 8. Spotting errors with reports 10 min