Step 1
Go to the Division screen by clicking the following icon from the vertical menu on the left.
Step 2
Select Reporting from the Division menu under “Reporting and Administration”.
Step 3
- Report Selection – Reports are broken down into the following Categories.
- Client Reporting
- Operations Reporting
- Head Office Reporting
- Report Details, Parameters & Column Descriptions
- Once a report is selected all the details about the report are displayed
Example – Margin Report