Generating Reports

1. Navigate to the Reports Section

• On the left-side panel, click Reporting > Reports.

2. Select Report Category

• Choose from tabs: Clients, Staff, Billing, Payroll, System, or Signature.

3. Generate or View Reports

• For new reports: Click Generate next to the desired report.

• For past reports: Switch to the Generated Reports tab.

4. "NEW" Tag on Recently Generated Reports

• When a report is generated, a "NEW" tag will appear next to it in the reports list.

• This tag helps users quickly identify newly generated reports.

• It will be automatically removed after the report is downloaded for the first time.

• This tag is visible under the "Generated Reports" tab and applies to all report categories.