View Company Reports



This section has been updated and is now controlled by the report settings in View Operators

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Each user is granted permissions to particular reports. The locked to office if set to yes means they will only get data out for the office the user is in.

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The reports you have given visibility to are then visible in the accounts department > view company reports

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The reports are now backgrounded so as not to create performance issues within the system, however, you should still bear in mind reporting on large amounts of data during time-critical points of the day.


You have the usual options to export the report to XLS, PDF etc.

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There is now also a custom chart function which allows you to create pivot tables on the system supplied date

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