Where can I find the reporting function? (Cin7 Core)
Important note: reports are only available to users who hold the Administrator or Auditor role.
Learn more how you can assign a new role to a user here.
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Where I can find a reporting function? (Stand-alone)
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 scheduler (NetSuite)
Instead of generating reports manually every time you need one, you can schedule the creation and specify who you want to receive such report – everybody will find it in their inbox right on time. Depending on your needs, scheduled reports can be ...
Where can I find the reporting function? (NetSuite)
In the main menu select your Organisation and open "Reports" section: Here, you also have the option to create your own report with filters that reflect your particular needs. This is how you set up your own NetSuite report: Click on the "NEW REPORT" ...
How can I find a particular request? (Cin7 Core)
When looking for a particular request, you can use the search function in the top right-hand corner. The search function is available in all list views for requests: You can search all your Organisations and all enabled workflows - it does not matter ...
Where can I find the reporting function?
In the main menu and select your Organisation and open Request reports under the Reports section: There are default reports already available, which can be adjusted if required: Bills pending approval Purchase Orders pending approval Bills approved ...