How do I Customize Reports in the Credit Notes App?

Updated on August 11, 2017 02:41AM by Admin

Credit Notes Reports gives you the related overview of all the Credit Notes you have generated in a time period. You can customize the report setting in order to show or hide your reports in the Credit Notes app. You can also give access privileges to your employees for reports.

Steps to Customize Reports in Credit Notes

  1. Login and access Credit Notes App from Universal Navigation Bar.
  2. Click on More icon and select Settings from App header bar.
  3. Click on the General dropdown and select Reports from the left navigation panel.
  4. In Reports dashboard, you can view the list of reports.
  5. By default, all Credit Notes report will be enabled.
    default enable reports
  6. You can hide any Credit Notes Report by disabling the toggle. For instance:(Credit Notes List)
    report disabled
  7. In Reports section, you can view all other reports except Credit Notes list report.
    reports overview page