Capium 365 Reports is a streamlined tool designed for seamless reports management within the Capium 365 ecosystem. Clients can download the report in PDF or Excel or CSV file
Navigate : Capium 365 > Log in to a client > Reports
Under the reports section, You can see the dashboard with client’s details.
1.You have the search button to get the reports related to Expenses, incomes and Profit and Loss report.
2. You can extract the expense reports based on filters as supplier or account names and select the suppliers from the drop-down menu
3.You can also filter the reports based on the weekly or monthly bases
4. You also have the option to export the reports in PDF, Excel or CSV
Click on the check box from the specific specific client and a tab would pop up below to export the file into excel, CSV, PDF format
