To access the reporting feature, in the main menu select your Organisation and open "Request reports":
Here you have the option to create your own report with filters that reflect your particular needs.
This is how you set up your own stand-alone report:
Click on the New Report button on the Request Reports page.
In step 1, select the request type(s) for which you want to create a report and click on Next:
In step 2, specify the required report filters and then click on Next:
In step 3, activate the checkbox next to each column you want to be visible in the report and then click on Next:
In the last step, name your report and click on Create:
The following options are available - you can:
Rename the report
Export to a CSV file
Print the report
Remove the report
Copy the report (i.e., save it as a new report)
Edit the report
Sort the information in the columns (hover over the respective column and click on the arrow)
To apply the choices, you made for the report, click on the Save button:
Important note: Reports are only available for users with Administrator or Auditor role assigned.
Please note: For Organisations not connected to an accounting system, line item reports are not available as stand- alone requests do not have line items.