Business Reports help

With the Business Reports application, you can generate business reports instantly or set up scheduled reports. Select the following links for step-by-step instructions:

• Generate a report instantly
• Set up a scheduled report
• View reports
• Set up client groupings to see data for multiple clients in a report
• Set up email notifications

To access Business Reports, go to Reports > Business Reports.

For information about each report available in Business Reports, see Available reports.

Note: Your administrator must set up permissions for you to access Business Reports.