Welcome to our Guide for Reports in Capium 365! This guide will walk you through essential initial steps, best practices and key features within Reports.
How to generate a report
In Capium 365 you can generate an Expense, Income and Profit and Loss Report. To do this, you need to:
- Navigate to “Reports” Tab
- Select the expense, income, or profit and loss icon in the left panel
- Select the filter icon in the right-hand corner to customise the report
- Select the period in the right-hand corner to customise the report
You can export the report. To do this, you need to:
- Navigate to the “Reports” Tab
- Select the three dots in the right-hand corner
- Select between Excel, CSV or PDF Format