Navigating reports

There are times when you may know what report you need to run but have trouble finding it in the list of reports. Quickly tame the report search by following these steps:

1. Open the Reports screen.

2. Locate the box at the top of the report categories.

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3. Search for a keyword in the title of the report, e.g.: "allowance".

4. Report categories will update to display any reports that match on the search.

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