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TidyEnterprise Guides

How to run a report

There are many different types of reports that are available to run. The categories of these reports are: Project Reports, Time & Productivity Reports, Operational Reports, Sales Reports, Stock Reports, Administration Reports.

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Step 1.

Head to Reports under the Reporting tab.

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Step 2.

To run a report, click the purple play icon next to the report you want.

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Step 3.

A pop-up box will display with filters and fields to tailor the report to a specific timeframe or other more specific reports. You can also choose a format you want based on your use, Tidy has PDF, WORD, EXCEL and CSV formats.

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Step 4.

If you want to have a custom report, please click the help icon at the right top or the support button at the right bottom to raise a ticket to our support team.

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