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How to: Favorite and Rerun Reports

Updated over a month ago


To Favorite a Report

Step 1: Click ACCOUNTING REPORTS on the left navigation.

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Step 2: Click FAVORITE from the Actions drop down menu.

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The report will now appear on the Favorites tab.

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To Rerun a Report

Step 1: Click ACCOUNTING REPORTS on the left navigation.

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Step 2: Click RERUN REPORT from the Actions drop down menu.

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Step 3: Make changes to filters if needed, then click QUEUE REPORT.

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Step 4: Click VIEW REPORTS MONITOR.

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The report is available in PDF and CSV.

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