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How do I…?

Signing in and the app7
Doing jobs13
Checking jobs and running the team10
Setting up and managing17
Collection, intake and gate7

By type of organisation

How do I make the monthly report?

Manager

  1. Open Reports.
  2. Choose the report type and set the dates to last month.
  3. Click 📑 Generate Report and read the headline numbers: do they match what happened?
  4. Click 💾 Save to History, and 🖨 Print / Save PDF if your committee wants a copy.
Compliance Reports, with Generate Report highlighted
Compliance Reports, with Generate Report highlighted

More detail: Month-end and year-end

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