Find and run a report

Search the library, open a report and choose the period it covers.

1Search or filter the library

On the reports Dashboard, type a few words in Search reports — for example "stock" — or pick a category such as Sales or Inventory to narrow the list.

Scalar360 screen: Search or filter the library — Numbered outlines show what to click, in order.

2Open a report

Click a report to open it. You can also open any report straight from the left menu: expand a group such as SALES and choose the report.

Scalar360 screen: Open a report — Numbered outlines show what to click, in order.

3Choose the period

Most reports open on Month — the 1st of this month to today. Switch to Today, Week (Monday to today, just as Month runs from the 1st to today) or Quarter (the current calendar quarter so far), and the report reloads straight away.

Scalar360 screen: Choose the period — Numbered outlines show what to click, in order.

4Set your own dates

Choose Custom, then pick the From and To dates. The report runs as soon as both are set; if From is after To you'll see a message instead.

Scalar360 screen: Set your own dates — Numbered outlines show what to click, in order.

5Read the results

The cards at the top total the key figures — here Total Sales, Collected, Outstanding and Invoices. The table below has the detail; long reports show 25 rows a page with Prev and Next buttons underneath.

Scalar360 screen: Read the results — Numbered outlines show what to click, in order.

See sales by customer and itemFind out who your best customers are, which items sell most and which invoices you raised in a period.Export a report to PDF, Excel or CSVDownload a report with the period you've chosen, to share, print or work on in a spreadsheet.

Still stuck? Contact our support team — or start a free trial to try this in your own company.