Use operational and financial reporting with the right scope.
Where to Start
Open Reports after signing in to your workspace. Your role and workspace configuration determine the options you can use.
Recommended Workflow
- Open Reports and choose the view relevant to the question you need to answer.
- Review the date range and any other scope or filters shown by that report.
- Compare results using the same period and criteria.
- Use the underlying orders or billing records to investigate a specific amount or activity.
If Something Does Not Look Right
Different reports can summarize different events or time periods. Before reporting a discrepancy, record the report name, date range, filters, and a specific example. A report total alone does not establish the status of an individual payment.
If you need assistance, use the Support page and include the page URL, expected result, and relevant record reference.