<< Click to Display Table of Contents >> Financial Productivity by Month |
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1. To view the Financial Productivity by month Report, click on the Reports Central module and choose Financial Productivity by month.
2. In the Acct. Date From box, enter the date from which the details should be displayed. Similarly in the To box, enter the date up to which details should be displayed.
3. The Calculate Date As box provides options to quickly select preset periods as the search parameter instead of entering the dates manually. For e.g. Week To Date, Month To Date, Quarter To Date, Year To Date etc.
4. To show amounts in the graph on the report, click the Show Amount For Graph Items box.
5. After entering all the necessary parameters, click the Populate button. The Financial Productivity by Month Report will be displayed as shown below.