After logging in, you will be redirected to your Dashboard
2
One way to view your Reports is through this section under your Dashboard
3
Another way to access your Reports page is through the sidebar
4
Click on Reports
5
You will be then redirected to the Reports page
6
You will have the option to view your reports through "Billed vs collected" or "Total aging report"
7
You can also customize your view by filtering the Date range
8
Select a date range
9
Next, you can also group your report view by Month, Quarter, or Year
10
Under, you can view your Total billed and Total collected
11
This is where you can view your Total billed invoices
12
Beside it, this is where you can view your Total collected payments
13
Under, you can view a bar graph of your Billed vs collected activity
14
Hover over a bar to view more specific information
15
Click on Total Aging report
16
You can also change the Reference Date
17
This is where you can view your Total outstanding amount
18
Beside it, this is where you can view your Total overdue amount
19
If you scroll down, you can view a bar graph of your Total Aging Report
20
Hover over it to view more specific information
21
Lastly, you can also view a table of your aging report grouped by customers
22
This table will contain different customers
23
You can also re-arrange each column in ascending or descending order
Well done!
Create how-to guides like this in a snap. Get Tango now.
Press space bar to start a drag.
When dragging you can use the arrow keys to move the item around and escape to cancel.
Some screen readers may require you to be in focus mode or to use your pass through key
