Find a report to print or send

1. Open Reports. Each report says where it stands this month.
2. Tap the button on the one you need: Open the briefing, See patterns, Build a pack, Start a draft and so on.
3. Most reports have Save as PDF at the top, to print or send.

When it’s done

The report opens, built from your records as they are now.

If it doesn’t work

• It says This page is for managers: reports are for a Manager or the Owner.
• A figure looks wrong: it comes from a register. Correct the entry there and the report follows.