With Clik Service, you can see reports for a financial year or quarter. This article will show you how.
- First, we need to set up your companies’ financial year. To do this go to settings > settings > company, and here you can select the month your financial year starts.
- To see this work in a report, go to reporting > pre-configured reports > job sheet > AVG job cost total profit grouped by category.
- Next, click the calendar icon button and you'll see a drop-down menu full of date options, one being this financial year.
- Once you’ve chosen your date range, click the refresh button to see the results.