TIPS ON HOW TO USE THE REPORTS
📆Compare year-to-year
You can select multiple years by using CTRL simultaneously with clicking on the years you want to compare year-to-year:
📂Export data to Excel
Click the three dotted menu to export data into an Excel document.
👁️ Make the selected visual larger
Click focus mode to make the selected visual larger,
💰Report on sales in multiple currencies
If you trade in several currencies, you can set the report to any currency you like.
Each monetary figure, Estimated Sales, Confirmed Sales, Revenue, and more, is automatically converted to the currency you choose. The conversion uses today’s exchange rate, so the values are indicative rather than exact.
📌Chosen currency defaults to your office’s base currency. If Project currencies are enabled and you pick a different currency for a project, that project’s reports use its own currency instead.