Reports: a tour

Name: Arkon One: Reports tour
Duration: 79 s
Description: A tour of Reports in Arkon One: Filter, chart and export every report to CSV, Excel or PDF and the controls you will use most.

Next lesson: How to filter a report by dates, customer or county →

A tour of Reports in Arkon One: Filter, chart and export every report to CSV, Excel or PDF and the controls you will use most.

The steps, written out

Open Reports from the Getting Started section of the left menu.
Use the Scheduled reports button at the top of the page.
Use the Finance reports button at the top of the page.

Tip

- Revenue MTD (Ingresos del mes) adds up the pre-tax subtotal of invoices dated from the 1st of this month to today. Void and Draft invoices are excluded. - Accounts receivable (Cuentas por cobrar) is the total balance of Open and Partial invoices. The percentage under it is the share that is overdue (due date before today); the tile turns red when more than 30% is overdue. It opens the AR ageing report. Equipment on rent is the replacement value of all quantities currently out on rent (quantity on rent × the item's replacement cost). Under it:

← Job board: a tour How to filter a report by dates, customer or county →