To access Business Tools Reports, hover you mouse over the Reports tab on the Navigation bar, from there move the mouse to hover over Business Tools Reports to reveal the Report Options. Alternatively you can click Reports navigate to the Business Tools Reports from that page.
InkSoft Business Tools has four types of reports:
This examples shows the Invoice Rports, however all four of these reports use the same filter critera:
The HTML report will generate in a new tab for you to see. This allows you to toggle back to your report criteria to make adjustments as needed.
If you select excel it will it will begin to downlod the .xls file. From there you can open the file in excel, it will look very similar to the HTML example above.
When you choose to print the report from the browser, you also have the ability to save it as a PDF instead. As well as have additional options for how the report to display.