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: 

  1. Navigate to “Reports” tab and click this
  1. You have the option to see the expense, income and profit and Loss report
  2. You can customise the time period which the reports is over by clicking on the calendar icon in the top right hand corner
  3. You can filter the data by clicking the filter icon in the top right hand corner

 

You can export the report. To do this, you need to: 

  1. Navigate to the “Reports” Tab  
  1. Select the three dots in the right-hand corner  
  1. Select between Excel, CSV or PDF Format