Attributes: Filtering by a Single Attribute

Eddie Davis -

If you are using attributes to track activity to specific segments of your business (associates, departments, locations, you can run a report on just a specific attribute: 1 location, 1 department, or 1 associate.

To filter for a single attribute, follow these steps:

1) Click "Reports" in the top nav.

2) Click either "Income Statement" or "Balance Sheet" in the left nav.

3) Click "More" to expand the options.

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4) Use either the Associate, Department or Location drop downs to choose the attribute on which you would like to report.

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Once you choose, you can use the "Download" button to either export a CSV or PDF version of the report.

 


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