The detailed report is use for when you want to view what transaction your employees have done in your business for the day. To do this go to
- Reports In the left menu
- Click on Detailed Transaction History
Side Note: Here you have couple of options on how to select which time period you want it to show in the reports.
Quick Dates- Is a quick option to choose dates in the report (see screenshot below for example).
Month- Chooses which entire month of the current year you want to show in the report.
Site/Locations- If you have 2 or more business locations applied to your Client Diary, you can select which business location to only show in the report with the dates for that report applied.
Employees- It will only show the figures in the report of the employee that has been selected.
Tax Is Excluded/Tax Is Included- When you want to apply the option of including/excluding tax in the reports. Click Here on how to do this in Client Diary.
Start Date/End Date- When you only want to select specific dates to show in report (as shown below).
- Once you have selected the date you want to report on, click on the blue View Report button to show the report on the screen
- If you want to print out the report you have to View Report and click on the blue Download Report button for it to create a PDF file of the report and then you can open the report, selecting the print option
