How to see Reports

In Capium 365 you can generate an Expense, Income and Profit and Loss Report.

Navigation: Log onto the Capium 365 app > Click the 3 lines on the top right > Navigate to reports > There is the option to see the “Expense Report”, “Income Report and “Profit and Loss Report” > Once in a report you can

  1. Export the report out of Capium 365 by clicking the 3 dots in the top right corner
  2. Filter the data by different fields using the filter icon in the top right corner
  3. Filter the data by date by clicking the calendar icon in the top right corner
  4. Filter by typed search by clicking the magnifying glass in the top right

 

How to export the report

Navigation: Navigate to the “Reports” Tab  > Select the three dots in the right-hand corner  > Select between Excel, CSV or PDF Format > The data will be downloaded