Viewing financial reports

If you customize a report using DataVis Grids Data Tools, the customized report will only be available to you.

  1. Select the side menu. The side menu appears.
  2. Select Reports. The system displays a list of reports.
  3. From the list, select Financials. The system displays a list of financial reports.
  4. Select the report to view. The system displays the report.
  5. Work with the information in the report as described in Using DataVis Grids - Data Tools or download the information.
  6. Select the Financials tab to return to the list of financial reports.

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Published: February 18, 2021