Reports

Reports

Please click on the image below to access the Reports Training Guide.
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    • Related Articles

    • Connect - Reports

      This article is part of the Connect section. Find all related articles here: Connect Check out the available reports in the Power BI menu, using the drop-down menu: Exporting a report You can export data from a report in two formats: Excel (.xlsx) or ...

    • Developments - Inspections Tab - Reporting

      This article is part of the Inspections Tab section. Find all related articles here: Inspections Tab Getting Started To view when the next inspection is due in the reports: Tick Inspection Complete when uploading inspections to developments. Select ...

    • Creating a New CPL User Account

      Please click on the image below to access the Helpsheet for Creating a New CPL User Account.

    • Creating Charge Headings, Charge Types, and Budget Headings

      This article is part of the System Parameters section. Find all related articles here: System Parameters Charge Headings Charge Headings group multiple Charge Types, allow you to assign a priority, and determine the order in which they appear on the ...

    • Creating a User Report to Verify Clients with Email

      Please click on the image below to access the Helpsheet for Creating a User Report to Verify Clients with Email.