Reporting
Many financial reports may be found under the Financials tab under Reporting
.
Each report may be filtered by date and other key fields.
WHEN FILTERING BY DATE RANGE, THE TIME SEGMENT MUST MATCH THE DATE RANGE. MONTH VS ONE WEEK.
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EXAMPLE: IF THE DATE FILTER IS A MONTH RANGE, SET THE SEGMENT TO MONTH; IF THE RANGE IS SET TO A WEEK, CHANGE THE SEGMENT TO A WEEK.