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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.

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.

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