Getting started with Reports: how to create and edit a report Go to Reports (top bar) to view and create reports. Some basic financial reports are pre-populated for you as a...
How to copy a report To copy a report, select the report to be copied in the sidebar at the left of Reports, then go...
How to edit a report and create your own custom rows To change, edit, or add to row content in a report, go to Reports (top bar)>Edit (top right)>Edit Report. ...
How to create a new report To create a new report, go to Reports (top bar) and use the New Report + button (left sidebar, at...